Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Kolinsky is a financial professional with over 15 years of experience in the industry. She is currently registered with Citigroup Global Markets Inc. and has previously held positions with J.P. Morgan Securities LLC, RBC Capital Markets, LLC, RBC Capital Markets Corporation, and Bear, Stearns & Co. Inc. Anna holds the Series 66, SIE, Series 87, Series 86, and Series 7 licenses.
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.
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.
Asset allocation advice
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.
1
2
NY
01/03/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
03/01/2017 - 09/09/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/29/2008 - 10/06/2016
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
07/05/2007 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
12/06/2006 - 08/03/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/04/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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