Unclaimed
Anna Townsend is a financial advisor with Fidelity Brokerage Services LLC. Anna has been in the financial services industry since 2020 and holds Series 7TO, SIE, Series 63, Series 9 and Series 10 licenses. Anna is licensed to offer securities and investment advice in all 50 states, plus the District of Columbia, Puerto Rico and the Virgin Islands.
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.
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.
1
2
TX
04/29/2020 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 05/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Anna Townsend is the right advisor for you? Invested Better is here to help.