Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Rathbun is an investment advisor representative who has been working in the financial industry since October 2012. Anna has a Series 6 and SIE license and is a Chartered Financial Analyst. Anna is currently registered with Cbiz Investment Advisory Services, LLC, a firm she joined in March 2020. Prior to that, Anna worked for CBIZ Financial Solutions, Inc. from September 2012 until January 2017. Anna has experience in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. She is also specialized in working with charitable organizations, state or municipal government entities, and churches, schools and other institutions. Anna holds an active investment advisor registration in Ohio.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
OH
04/06/2020 - Present
Cbiz Investment Advisory Services, LLC (Cleveland OH)
OH
10/08/2012 - 01/03/2017
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
BC
Issued 01/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Anna Rathbun is the right advisor for you? Invested Better is here to help.
