Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anu? Claim Your ProfileAnu Bedi Chopra lanagan is a financial advisor with over 16 years of experience in the financial services industry. Anu is currently registered with U.S. Bancorp Investments, Inc. and is licensed to provide investment advice in California. Previously, Anu has held positions with several other firms including LPL FINANCIAL LLC, BANCWEST INVESTMENT SERVICES, INC., CITIGROUP GLOBAL MARKETS INC., WELLS FARGO ADVISORS, LLC, and WELLS FARGO INVESTMENTS, LLC. Anu has passed several industry exams including the Series 6, Series 7, Series 63 and Series 65 exams. Anu specializes in working with high-net-worth individuals, corporations, and individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
08/28/2024 - Present
U.s. Bancorp Investments, Inc. (Pasadena CA)
CA
07/19/2023 - 07/26/2024
LPL FINANCIAL LLC (DOWNEY CA)
CA
11/08/2013 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (DOWNEY CA)
CA
11/02/2011 - 10/24/2013
CITIGROUP GLOBAL MARKETS INC. (ROLLING HILLS CA)
CA
01/03/2011 - 10/03/2011
WELLS FARGO ADVISORS, LLC (ARCADIA CA)
CA
04/23/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ARCADIA CA)
CA
06/27/2007 - 05/04/2010
WELLS FARGO ADVISORS, LLC (ARCADIA CA)
IA
Issued 04/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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