Anu Chopra, financial advisor Santa Fe Springs CA
93 score

Anu Chopra

CRD Number: 5338613
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Anu Chopra (CRD# 5338613) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Santa Fe Springs, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services Pasadena, CA Oct 2013 - Current 4
Bank Of The West Pasadena, CA Oct 2013 - Current 4
Citi Bank, Na Rolling Hills Estates, CA Oct 2011 - Oct 2013 2
Wells Fargo Advisors LLC Arcadia, CA Jan 2011 - Sep 2011 < 1
Wells Fargo Bank Arcadia, CA Apr 2010 - Sep 2011 1
Wells Fargo Investments, LLC Arcadia, CA Apr 2010 - Jan 2011 < 1
Wachovia Bank, N.a. Long Beach, CA May 2007 - Apr 2010 2
Wachovia Securities, LLC Long Beach, CA May 2007 - May 2009 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
S63 Uniform Securities State Law Examination Jun 2007
Contact Info for Anu B. Chopra
Phone Number: 800-338-3919
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,388
    MILLIONS
  • Total Number of Accounts
    7,387
    ACCOUNTS
  • Average Account Value
    $187,849
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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