Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Vucurevich Jenkins is a financial advisor with over 25 years of experience in the industry. Anna has a strong track record of helping individuals and families achieve their financial goals. Anna is registered to provide investment advice in a variety of states, including California, Colorado and Texas. Currently, Anna is affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc., and has previously been employed by BANC OF AMERICA INVESTMENT SERVICES, INC. and BANC OF AMERICA SECURITIES LLC. Anna holds Series 63, 66, 7 and SIE licenses. Anna also provides specialized advice for high-net-worth individuals, pension and profit-sharing plans, and corporations or other 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CO
01/07/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DENVER CO)
CA
08/19/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
NY
10/01/1997 - 08/20/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
03/27/1997 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
BOTH
Issued 01/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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