Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Roberts is a financial advisor with Fidelity Personal And Workplace Advisors. Anna has been working in the financial services industry since January 4, 2015. She is registered to provide investment advice in several states including Florida, Pennsylvania and Texas. Anna has experience working with a wide range of clients including high-net-worth individuals, corporations, charitable organizations and pension plans. She offers a variety of services including financial planning, portfolio management and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/25/2023 - Present
Fidelity Personal AND Workplace Advisors (VERO BEACH FL)
FL
06/28/2019 - 04/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VERO BEACH FL)
FL
02/10/2017 - 11/01/2018
PNC INVESTMENTS (VERO BEACH FL)
WI
10/28/2015 - 11/29/2016
U.S. BANCORP INVESTMENTS, INC. (MILWAUKEE WI)
WI
01/24/2014 - 10/15/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
BOTH
Issued 08/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Anna Roberts is the right advisor for you? Invested Better is here to help.
