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 Chevrier is a registered representative of Stifel, Nicolaus & Company, Inc. with over 18 years of experience in the financial services industry. Anna has been with Stifel, Nicolaus & Company, Inc. since June 2018. Prior to that, Anna worked at WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Anna holds the Series 7 and SIE licenses. Anna has a strong background in providing financial planning, portfolio management, and other investment advisory services to individuals and businesses.
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.
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.
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2
CA
01/22/2019 - Present
Stifel, Nicolaus & Company, Inc. (NEWPORT BEACH CA)
CA
01/01/2008 - 06/27/2018
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
12/18/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (IRVINE CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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