Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annamarie? Claim Your ProfileAnnamarie Pera is a financial advisor with Key Investment Services LLC. Annamarie Pera has been in the financial services industry for 27 years. Prior to joining Key Investment Services LLC, Annamarie Pera was employed by HSBC Securities (USA) INC., MSI FINANCIAL SERVICES, INC., NYLIFE SECURITIES LLC and MCDONALD INVESTMENTS INC.. Annamarie Pera specializes in providing financial advice to individuals and businesses. Annamarie Pera is registered with 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/04/2022 - Present
KEY Investment Services LLC (DePew NY)
NY
08/05/2016 - 02/02/2022
HSBC SECURITIES (USA) INC. (DEPEW NY)
NY
03/27/2014 - 07/26/2016
MSI FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
NY
12/20/2013 - 03/26/2014
NYLIFE SECURITIES LLC (LOCKPORT NY)
NY
01/18/2006 - 10/25/2013
KEY INVESTMENT SERVICES LLC (TONAWANDA NY)
NY
05/14/1999 - 01/18/2006
MCDONALD INVESTMENTS INC. (TONAWANDA NY)
OH
11/21/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NJ
02/02/1995 - 04/13/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
12/24/1992 - 01/18/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/24/1992 - 01/18/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 11/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Annamarie Pera is the right advisor for you? Invested Better is here to help.
