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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Teresa Siwula is a financial advisor registered with UBS Financial Services Inc. She has been in the financial services industry since 2010. Anna Teresa has a wide range of experience, having worked at PNC Investments and Chase Investment Services Corp. in addition to her current role at UBS. She is licensed to provide investment advice in multiple states, including Illinois, California, Florida, Georgia, and Texas. Her specializations include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Anna Teresa is committed to providing her clients with the highest level of service and guidance 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
03/10/2014 - Present
UBS Financial Services Inc. (OAKBROOK TERRACE IL)
IL
03/23/2012 - 07/19/2013
PNC INVESTMENTS (NAPERVILLE IL)
IL
06/13/2011 - 11/29/2011
PNC INVESTMENTS (NAPERVILLE IL)
IL
04/21/2010 - 06/23/2011
CHASE INVESTMENT SERVICES CORP. (SCHAUMBURG IL)
IA
Issued 03/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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