Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Gardner is a registered investment advisor representative with State Farm Investment Management Corp. based in Macedon, New York. Anna Gardner has been in the industry for over 10 years. Anna Gardner is registered with the state of New York as both a Registered Representative (Series 63) and an Investment Advisor Representative (Series 65). Anna Gardner holds the Series 6TO and SIE licenses. Anna Gardner also provides insurance services through her own agency, Anna Gardner Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NY
03/28/2023 - Present
State Farm Investment Management Corp. (Macedon NY)
IA
Issued 01/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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