ADVISOR BIO

Anna Gabriella Martinez is a financial advisor with over 14 years of experience in the financial services industry. Anna is currently registered with Captrust, and provides financial advice to a variety of clients including individuals, families, businesses, and institutions. Prior to joining Captrust, Anna has worked with several other firms, including LPL Financial, KMS Financial Services, CUSO Financial Services, Ameriprise Financial Services, Wells Fargo Advisors, and Morgan Stanley. Anna has a strong background in investment management, financial planning, and retirement planning. She is committed to providing her clients with personalized financial advice and guidance that helps them achieve their financial goals.

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ADVISOR BIO

Anna Marie Guyer is an investment advisor representative and financial advisor, currently registered with Morgan Stanley and located in Santa Rosa, CA. Anna has been in the industry for 21 years, and has experience with financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and asset allocation advice. Anna is also registered as an investment advisor representative in Texas.

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ADVISOR BIO

Anna Maria Lee is a financial advisor with Wells Fargo Clearing Services, LLC. Anna Maria Lee has been in the industry since 2010. Anna Maria Lee has a Series 66, Series 31, and Series 7 license. Anna Maria Lee is registered in 14 states, including Arizona, California, Colorado, Florida, Michigan, Nevada, New Jersey, North Carolina, Oregon, South Carolina, Virginia, Washington, and Wisconsin.

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ADVISOR BIO

Anna Toy is a registered investment advisor representative with over 22 years of experience in the financial services industry. Currently, Anna is registered with Morgan Stanley. Previously, Anna Toy was registered with WELLS FARGO INVESTMENTS, LLC and CITICORP INVESTMENT SERVICES. Anna holds Series 63, 66 and 7 licenses, as well as the SIE exam. Anna's office is located in San Francisco, California. Anna is also a registered investment advisor in California, Hawaii, Nevada, New York, and Pennsylvania.

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ADVISOR BIO

Anna Delia Moyeda is a registered representative with J.p. Morgan Securities LLC since December 20, 2013. Anna has a Series 6 and Series 63 license and also holds the SIE exam credential. Anna is located in Downey, California, and is registered to sell securities in California. Anna has been in the financial services industry for over 9 years.

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ADVISOR BIO

Anna Hauck is a financial advisor with Stifel, Nicolaus & Company, Inc. in NEWPORT BEACH, CA. Anna has been in the industry since 2008 and has worked for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lincoln Financial Advisors Corporation. Anna Hauck is registered with FINRA and has passed the Series 6, 7, 63, and 66 exams. Anna Hauck has worked for several firms and has specialized in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, and Pension Consulting.

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ADVISOR BIO

Anna McKiearnan is a financial advisor in Fresno, California. Anna has been in the financial industry since 2014, working with a variety of clients, including individuals, corporations, and retirement plans. Anna specializes in financial planning, portfolio management, and investment advice. Anna works with individuals, businesses, and retirement plans. Anna is currently registered with Bridgewealth Advisory Group, LLC, which has been in business since 2024.

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ADVISOR BIO

Anna Crabs is a registered representative and investment advisor representative with Equitable Advisors, LLC in SAN DIEGO, CA. Anna has been in the financial services industry since April 2024. She has earned Series 66, Series 7TO, and SIE licenses and is registered with the state of California.

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ADVISOR BIO

Anna Song is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a firm that provides investment advisory services to individuals and businesses. Anna is a Series 7 and 66 licensed advisor with experience in the financial services industry. Anna specializes in investment management and financial planning. Anna is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Anna Izabela Moryc is a registered representative with W&S Brokerage Services, Inc. and has been active in the industry since July 18, 2024. Anna holds the Series 6TO and SIE licenses and is currently working out of the San Diego office. Anna specializes in Investments and Insurance Products.

SPECIALIZATIONS