Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Yu is a financial advisor at Certuity, LLC. Anna has been in the financial services industry since September 2015. Anna holds the Series 66, Series 7, and SIE licenses. Certuity, LLC is a financial advisory firm based in North Palm Beach, FL. The firm offers a variety of services, including financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting.
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.
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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CA
05/19/2023 - Present
Certuity, LLC (San Francisco CA)
CA
09/18/2021 - 05/19/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
BOTH
Issued 12/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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