Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Perasso is a financial advisor at Avantax Advisory Services. Anna has been in the financial services industry since 2008 and has a wide range of experience. Anna has held positions at several firms, including HSBC Securities (USA) Inc., JPMorgan Securities LLC, and TIAA-CREF Individual & Institutional Services, LLC. Anna has a strong understanding of investment strategies, tax planning, and retirement planning. Anna is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
09/30/2020 - Present
Avantax Advisory Services (Dallas TX)
NJ
03/02/2018 - 01/29/2020
HSBC SECURITIES (USA) INC. (PARSIPPANY NJ)
NJ
06/27/2017 - 01/09/2018
J.P. MORGAN SECURITIES LLC (CHATHAM NJ)
NJ
08/16/2012 - 06/15/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HACKENSACK NJ)
NY
12/02/2010 - 08/13/2012
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
01/20/2010 - 11/29/2010
IDB CAPITAL CORP. (NEW YORK NY)
NY
01/01/2008 - 01/11/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 02/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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