Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Barone is a registered investment advisor representative with Fidelity Personal And Workplace Advisors, a large firm with over $1 billion in assets under management. Anna has over 7 years of experience in the financial services industry. She specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Previously, Anna was employed by PRUCO SECURITIES, LLC., David Lerner Associates, and Wright Wealth Mgmt. Group, Inc. Anna is a licensed broker in several states and holds Series 63, 66, 7, and SIE licenses. Anna is also a FINRA Arbitrator.
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
NY
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (PLAINVIEW NY)
NY
08/30/2018 - 10/27/2020
PRUCO SECURITIES, LLC. (Melville NY)
NY
04/18/2017 - 08/21/2018
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 12/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Anna Barone is the right advisor for you? Invested Better is here to help.
