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Anna Sergunina

Mainstreet Financial Planning, Inc.

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About Anna Sergunina

Anna Sergunina is a Certified Financial Planner® and Investment Advisor Representative with Mainstreet Financial Planning, Inc. Anna has been in the industry since January 2014. Anna is registered in California, District of Columbia, Maryland, New York, North Carolina and Virginia. Anna is currently active in the Investment Advisor Representative (IA) registration category.

Firm Information

Anna Sergunina is currently registered with Mainstreet Financial Planning, Inc.. Mainstreet Financial Planning, Inc. is a financial planning firm offering a variety of services, including financial planning, educational seminars, and tax preparation. They serve individuals and businesses.

Not reported

Assets Under Management

344

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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tax preparation services

Tax preparation services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Anna Sergunina’s Registration & Firm History

CA

01/04/2010 - Present

Mainstreet Financial Planning, Inc. (LOS GATOS CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anna Sergunina.
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