Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Dashkevich is a financial professional with over 20 years of experience in the industry. Anna is currently registered with MML Investors Services, LLC, and is a Certified Financial Planner. Anna previously worked with WRP Investments, Inc. and has held positions in insurance sales. Anna is a licensed insurance broker and offers a range of services, including financial planning, asset allocation, and portfolio management. Anna has been recognized as a top producer in the industry and is committed to providing her clients with the highest level of service and expertise.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
05/18/2023 - Present
MML Investors Services, LLC (HOUSTON TX)
TX
09/19/2007 - 12/06/2021
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
08/29/2003 - 08/31/2007
WRP INVESTMENTS, INC. (KATY TX)
BOTH
Issued 09/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/18/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/18/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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