Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Johnson is a financial advisor at Fidelity Personal And Workplace Advisors, located in FREDERICKSBURG, VA. Anna has been working in the financial industry since 2016 and holds licenses in 52 states. Anna's expertise lies in providing financial planning, portfolio management, and educational seminars. Anna is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
10/13/2022 - Present
Fidelity Personal AND Workplace Advisors (FREDERICKSBURG VA)
IL
03/14/2022 - 09/09/2022
ALIGHT FINANCIAL SOLUTIONS, LLC (CHICAGO IL)
VA
10/12/2021 - 03/01/2022
WELLS FARGO CLEARING SERVICES, LLC (CULPEPER VA)
VA
10/30/2020 - 07/09/2021
WELLS FARGO CLEARING SERVICES, LLC (CULPEPER VA)
IA
Issued 06/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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