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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 Rifkin is an investment advisor representative with Fidelity Personal And Workplace Advisors, based in Boston, Massachusetts. Anna has been in the financial services industry since 2012 and has a broad range of experience, including working with JPMorgan Securities LLC and Citizens Securities, Inc. Anna holds Series 6, 7, and 63 licenses as well as the Series 65 license for investment advisor representatives. Anna's specializations include providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
12/10/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CAMBRIDGE MA)
MA
06/09/2016 - 11/19/2018
CITIZENS SECURITIES, INC. (SWAMPSCOTT MA)
WA
10/01/2012 - 04/14/2016
J.P. MORGAN SECURITIES LLC (MERCER ISLAND WA)
WA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ISSAQUAH WA)
IA
Issued 10/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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