Anna V. Valcheva
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Anna Valcheva Valcheva, who also goes by Anna V Valcheva, Anna Valtcheva Valtcheva, was a registered financial professional .
Anna is a previously registered financial professional and started their career in finance in 2003. Anna had worked at 5 firms and has passed the Series 63, Series 7TO, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 30, 2021 - December 16, 2021
XTELLUS CAPITAL PARTNERS, INC.
March 7, 2017 - April 5, 2019
FNEX CAPITAL, LLC
September 3, 2012 - April 2, 2015
MILLBURN RIDGEFIELD LLC
May 21, 2009 - August 31, 2010
B. RILEY SECURITIES, INC.
April 3, 2003 - June 25, 2008
J.P. MORGAN SECURITIES INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationCurrent Firm
XTELLUS CAPITAL PARTNERS, INC.
CRD#: 156048 / SEC#: , 8-68766
Contact information
FINRA licenses (29 States and Territories)
Direct owners and executive officers
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
