Anna BorgmanCRD Number: 5171241
Current Firm: Mml Investors Services, LLC
Anna Borgman (CRD# 5171241) is an Investment Advisor Representative working at Mml Investors Services, LLC in Miami Beach, FL and has over 6 years of experience in the finance industry. Anna Borgman 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.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Mml Investors Services, LLC||Miami Beach, FL||Aug 2016 - Current||6|
|Massachusetts Mutual Life Insurance Company||Miami Beach, FL||Jan 2016 - Current||7|
|Wisdom Wealth Management||Miami Beach, FL||Apr 2008 - Current||15|
|Visionary Wealth Advisors, LLC||Miami, FL||Feb 2016 - Aug 2016||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2016|
Total Assets Under Management58,787MILLIONS
Total Number of Accounts326,297ACCOUNTS
Average Account Value$180,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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