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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna lisa? Claim Your ProfileAnna lisa Marie Bonichi is a financial advisor with Fidelity Personal and Workplace Advisors. Anna lisa has been in the industry since October 2005. Anna lisa is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, Series 66, and SIE licenses. Anna lisa provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Anna lisa has previously worked at J.P. Morgan Institutional Investments Inc., Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
1
2
MA
08/22/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IL
01/06/2016 - 03/15/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
IL
01/20/2015 - 11/24/2015
MORGAN STANLEY (CHICAGO IL)
NY
12/18/2003 - 06/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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