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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Katherine west Yochem is a financial professional with experience in the financial services industry. Anna has worked for multiple firms, including Aronson Capital Advisors, LLC and Raymond James & Associates, Inc. Currently, Anna is a registered representative with Stifel, Nicolaus & Company, Inc. where Anna is able to offer a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Anna has a broad range of expertise and is able to provide a comprehensive and personalized approach to meeting her clients' needs.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
03/17/2021 - Present
Stifel, Nicolaus & Company, Inc. (BETHESDA MD)
MD
09/24/2018 - 03/18/2021
ARONSON CAPITAL ADVISORS, LLC (ROCKVILLE MD)
FL
10/02/2017 - 07/18/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 11/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/18/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/11/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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