Annalea Ambraziejus (CRD# 6808426) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Columbia, MD | Dec 2022 - Current | 1 |
| Td Ameritrade, Inc. | Columbia, MD | Jun 2018 - Dec 2022 | 4 |
| University Of Alabama-gorgas Library | Tuscaloosa, AL | Aug 2016 - May 2018 | 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2014 - May 2018 | 3 |
| Balance Wealth Advisors | Wellesley, MA | May 2017 - Dec 2017 | < 1 |
| J. Derenzo Construction Company | Brockton, MA | May 2014 - Aug 2014 | < 1 |
| Lynch & Lynch Law Firm | North Easton, MA | Sep 2013 - Aug 2014 | < 1 |
| Oliver Ames High School | Easton, MA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- CT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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