Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annamaria? Claim Your ProfileAnnamaria D. Iyer is a financial advisor with Purshe Kaplan Sterling Investments. Annamaria has over 15 years of experience in the financial services industry. Prior to joining Purshe Kaplan Sterling Investments, Annamaria was a financial advisor at Goldman, Sachs & Co. Annamaria holds the Series 66, Series 7 and SIE securities licenses. Annamaria is registered with FINRA and the state of New York.
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.
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NY
09/06/2012 - Present
Purshe Kaplan Sterling Investments (MALTA NY)
NY
11/20/2007 - 09/11/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 05/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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