Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annie? Claim Your ProfileAnnie Beresheim is a financial advisor with KKR Capital Markets LLC. Annie holds the Series 7TO, Series 66, and SIE licenses, and has been in the industry for over 3 years. Previously, Annie was with Blackrock Investments, LLC. Annie is registered to provide securities and investment advice in 53 states and jurisdictions.
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
04/26/2022 - Present
KKR Capital Markets LLC (New York NY)
CA
09/17/2019 - 03/24/2022
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 10/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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