Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Maria Overholt is a financial advisor with Morgan Stanley, registered with FINRA since September 17, 2008. Anna Maria has over 14 years of experience in the financial services industry. Anna Maria is located in RANCHO SANTA FE, CA and has been with Morgan Stanley since June 1, 2009. Anna Maria is also a registered representative of Morgan Stanley. Before joining Morgan Stanley, Anna Maria worked for CITIGROUP GLOBAL MARKETS INC. in RANCHO SANTA FE, CA from September 18, 2008 to June 1, 2009. Anna Maria holds the Series 7 and SIE licenses.
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
CA
06/01/2009 - Present
Morgan Stanley (RANCHO SANTA FE CA)
CA
09/18/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RANCHO SANTA FE CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2008
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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