Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Manning is a financial advisor with Raymond James & Associates, Inc. Anna has been in the financial industry since 2007 and has a wide range of experience in the field. Anna holds the Series 7, Series 24, Series 63, and Series 66 licenses, and she is a registered representative in Florida and New Jersey. In addition to her financial advisory work, Anna is also a real estate agent with Keller Williams Tampa Properties and is the owner of Anna Manning, LLC, a real estate business. Anna's clients include high-net-worth individuals, corporations, and other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Please see note in schedule d - miscellaneous
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
FL
06/08/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
12/01/2011 - 06/03/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)
FL
05/03/2011 - 12/08/2011
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
12/19/2007 - 03/24/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
08/14/2008 - 12/02/2010
WORLD GROUP SECURITIES, INC. (ST. PETERSBURG FL)
FL
05/13/2009 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (ST. PETERSBURG FL)
FL
03/30/2007 - 11/29/2007
E*TRADE SECURITIES LLC (TAMPA FL)
BOTH
Issued 05/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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