Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Lea Borgman is a financial advisor with MML Investors Services, LLC. Anna Lea has over 10 years of experience in the financial services industry and is a Certified Financial Planner. Anna Lea has been registered with the state of Florida since August 2016. Anna Lea is also registered with the states of California, New Jersey, New York and Virginia. Anna Lea provides financial planning, portfolio management for individuals and businesses, asset allocation programs and educational seminars. Anna Lea is affiliated with Wisdom Wealth Management LLC and EOM Financial LLC, where she provides outside insurance sales. Anna Lea is also a licensed real estate agent and provides fundraising and consulting for non-profits.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
08/19/2016 - Present
MML Investors Services, LLC (Boca Raton FL)
GA
04/28/2010 - 07/15/2011
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
MA
11/27/2007 - 04/28/2008
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
06/29/2006 - 08/27/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 09/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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