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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anneliese? Claim Your ProfileAnneliese Gloria Segarra is an investment advisor representative with Manning & Napier Advisors, LLC. Anneliese Segarra is active in the securities industry since September 2018 and has a background in financial services. Anneliese Segarra's career spans over 5 years. She is registered with FINRA and has passed the Series 7, SIE and Series 66 exams. Anneliese Gloria Segarra specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, investment companies and pooled investment vehicles. She is also an officer of Lavinou Enterprises, LLC, which is a non-investment related company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Mna may negotiate the fee for customized portfolios and services
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2
FL
10/25/2022 - Present
Manning & Napier Advisors, LLC (Miami FL)
CA
03/07/2022 - 08/19/2022
EQUITYBEE SECURITIES, LLC (PALO ALTO CA)
NY
04/25/2019 - 03/02/2022
NEUBERGER BERMAN BD LLC (NEW YORK NY)
CT
08/20/2018 - 04/09/2019
VP DISTRIBUTORS LLC (HARTFORD CT)
BOTH
Issued 09/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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