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Anna Rinos (CRD# 7562926) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 2 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
![Michael Mansfield, financial advisor Thousand Oaks CA](/img/ws/profile-blank-sq.png)
CRD# 5656946
The Lynd Group Advisors, LLC
![Scott Swanson, financial advisor Thousand Oaks CA](/img/ws/profile-blank-sq.png)
CRD# 6491551
Quantum Financial Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Uber | San Francisco, CA | Nov 2023 - Current | < 1 |
Lspn Pro, LLC | Lindon, UT | Mar 2023 - Current | 1 |
Transamerica Financial Advisors, Inc. | Thousand Oaks, CA | May 2022 - Current | 2 |
World Financial Group, Ia. | Thousand Oaks, CA | Feb 2021 - Current | 3 |
Manny More Holdings, LLC | New Kensington, PA | Mar 2020 - Current | 4 |
X-clusive Holdings, LLC | Oxnard, CA | Dec 2018 - Current | 5 |
Ventura County Big Brother Big Sister | Camarillo, CA | Dec 2021 - Oct 2023 | 1 |
Shegerian And Associates, Inc. | Los Angeles, CA | Dec 2020 - Dec 2021 | 1 |
Walden Therapy And Counseling | Bryn Mawr, PA | Jan 2018 - Dec 2020 | 2 |
Student | Bryn Mawr, PA | Sep 2015 - Dec 2017 | 2 |
Buckle, Inc. | Pittsburgh, PA | Jun 2015 - Aug 2015 | < 1 |
Student | Flushing, NY | Jan 2015 - May 2015 | < 1 |
Buckle, Inc. | Pittsburgh, PA | Sep 2014 - Dec 2014 | < 1 |
Northwest Savings Bank | Pittsburgh, PA | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
S63 | Uniform Securities State Law Examination | Jun 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
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