Anna Sergunina, financial advisor Los Gatos CA

Anna Sergunina

CRD Number: 5730495
Current Firm: Mainstreet Financial Planning, Inc.

Anna Sergunina (CRD# 5730495) is an Investment Advisor Representative working at Mainstreet Financial Planning, Inc. in Los Gatos, CA and has 1 year of experience in the finance industry. Anna Sergunina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mainstreet Financial Planning, Inc. Burlingame, CA Jan 2014 - Current 10

Anna Sergunina has no recent exams reported.
Contact Info for Anna Sergunina
Phone Number: 888-897-6743
Registered State(s):
  • CA
  • DC
  • MD
  • NY
  • NC
  • VA
Current Firm Details
Mainstreet Financial Planning, Inc.
Firm's CRD Number: 123189
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, DC, MD, NC, NY, TN, VA

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