Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Somoza is a financial advisor who has been in the industry for 36 years. Anna is currently registered with Insigneo Advisory Services, LLC and has previous registrations with Morgan Stanley, UBS International Inc. and Lehman Brothers Inc. Anna is a Series 7 and Series 63 licensed professional, and she also holds a Series 3 license. Anna has experience in various specializations, including financial planning, portfolio management, and insurance.
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.
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.
Consolidation of financial reports and consulting 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.
Rebates/trailer fees
1
2
FL
08/10/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
06/01/2009 - 08/11/2023
MORGAN STANLEY (Miami FL)
FL
09/10/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)
FL
06/03/2002 - 09/29/2008
UBS INTERNATIONAL INC. (CORAL GABLES FL)
NJ
01/27/1995 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/24/1987 - 02/22/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 03/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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