Anna M Storey

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 10/2016
  Paws & Dawgs
  Denver, CO
• 10/2016 → 12/2016
  Jp Morgan Chase Bank
  Denver, CO
• 10/2016 → 12/2016
  Jp Morgan Securities, Llc
  Denver, CO
• 12/2016 → 12/2020
  Transamerica Retirement Solutions
  Denver, CO
• 01/2017 → 12/2020
  Transamerica Investors Securities Corporation
  Denevr, CO
• 04/2021 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 12/2020 → 04/2021
  Unemployed
  Bar Harbor, ME

Previous Registrations

• 2017-02-02 → 2020-12-16
  Transamerica Retirement Advisors, Llc
  Denevr, CO
  Bar Harbor, ME
• 2016-11-02 → 2017-01-05
  J.P. Morgan Securities Llc
  Denver, CO
• 2008-02-26 → 2014-12-24
  Tiaa-Cref Individual & Institutional Services, Llc
  Glendale, CO
  Denver, CO
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-25
• S63 Uniform Securities Agent State Law Examination
  2004-06-16

Other Names

• Anna Storey Solis
• Anna M. Storey
• Anna Storey Delgado
• Anna Margarita Storey