Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Katherine Peterson is a financial advisor with Iconiq Capital, LLC. Anna has been in the industry since February 2018 and has experience in providing financial services to a variety of clients. Anna holds a Series 7, Series 66, and SIE licenses. Anna is also a Certified Financial Planner. Anna previously worked at UBS Financial Services Inc. in Boston, MA.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/19/2021 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
MA
02/28/2018 - 10/05/2021
UBS FINANCIAL SERVICES INC. (BOSTON MA)
BOTH
Issued 06/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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