Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annalisa? Claim Your ProfileAnnalisa Bueti is an investment professional with experience in the financial services industry since 2012. Annalisa has a current registration with Bofa Securities, Inc. Annalisa previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CRT CAPITAL GROUP LLC. Annalisa is licensed with Series 7, Series 63, Series 99TO and SIE exams.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
11/25/2015 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
08/14/2012 - 08/10/2015
CRT CAPITAL GROUP LLC (STAMFORD CT)
BC
Issued 05/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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