Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Stavaridis is a financial advisor with J.p. Morgan Securities LLC in Beverly Hills, CA. Anna has been working in the financial services industry since 2008. Prior to joining J.p. Morgan Securities, Anna worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC OF AMERICA INVESTMENT SERVICES, INC.. Anna is a registered representative with FINRA and has passed the Series 6, 7, 9, 10, 24, 63, 65, and SIE exams. Anna specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
10/21/2022 - Present
J.p. Morgan Securities LLC (BEVERLY HILLS CA)
CA
01/13/2012 - 07/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NV
10/23/2009 - 01/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
NV
07/05/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAS VEGAS NV)
NY
07/31/2002 - 06/30/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 11/04/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2009
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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