Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Marie Buckhalter is a financial advisor with Raymond James & Associates, Inc. with over 17 years of experience in the financial services industry. Anna is registered with the state of Texas and holds Series 3, 7, 9, 10 and 66 licenses. Anna is also registered with FINRA as a Registered Representative. Anna also owns B Kind Design Co., where she designs and sells crafts. In addition to her current position at Raymond James & Associates, Inc., Anna has held previous roles at WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS LLC.
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
TX
10/05/2018 - Present
Raymond James & Associates, Inc. (DALLAS TX)
TX
05/16/2006 - 10/10/2018
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
BOTH
Issued 06/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2007
Series 3 - National Commodity Futures Examination
BC
Issued 05/15/2006
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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