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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna maria? Claim Your ProfileAnna maria Fosteras is a financial advisor registered with Morgan Stanley. Anna maria has been in the financial industry since 2012 and holds several securities licenses, including Series 66, Series 7, and SIE. Anna maria is registered to provide investment advice in several states, including Illinois, Texas and Florida. Anna maria's primary focus is on providing financial advice to individuals and families, with a special emphasis on retirement planning, investment management, and wealth preservation. Anna maria is also a Certified Financial Planner. Anna maria has a long history of working in the financial industry, having held positions with Morgan Stanley since 2013.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
09/12/2016 - Present
Morgan Stanley (Barrington IL)
BOTH
Issued 12/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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