Anna Pan (CRD# 2933146) is an Investment Advisor Representative working at Guerra Pan Advisors, LLC in Repulse Bay, and has over 26 years of experience in the finance industry. Anna Pan 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.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guerra Pan Advisors, LLC | Repulse Bay, | Jun 2021 - Current | 2 |
| J Alden Associates, Inc. | Philadelphia, PA | Jul 2019 - Nov 2021 | 2 |
| Alden Capital Management Inc. | Philadelphia, PA | Jul 2019 - Aug 2021 | 2 |
| Bank Of America, N.a. | New York, NY | Sep 2011 - Jul 2019 | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | May 2011 - Jul 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- NJ
- NY
-
Total Assets Under Management159MILLIONS
-
Total Number of Accounts265ACCOUNTS
-
Average Account Value$599,212
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NH, NJ, NY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.