Anna Perasso

Current Employers

Employment History

• 08/2012 → 05/2017
  Tiaa-Cref Individual & Institutional Services, Llc
  Hackensack, NJ
• 08/2012 → 06/2017
  Tiaa
  Hackensack, NJ
• 06/2017 → 01/2018
  Jpmorgan Securities Llc
  Chatham, NJ
• 01/2018 → 01/2020
  Hsbc Securities (Usa) Inc.
  Parsippany, NJ
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 09/2020 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 02/2020 → 08/2020
  Unemployed
  Hackettstown, NJ
• 09/2020 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Liberty Corner, NJ
• 05/2025 → Present
  Center For Financial Strategies Llc.
  New Hope, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-09-30 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Parsippany, NJ
  Liberty Corner, NJ
• 2018-03-02 → 2020-01-29
  Hsbc Securities (Usa) Inc.
  Parsippany, NJ
  New York, NY
  Parsippany, NJ
• 2017-06-28 → 2018-01-09
  J.P. Morgan Securities Llc
  Chatham, NJ
• 2013-05-30 → 2017-06-15
  Tiaa-Cref Individual & Institutional Services, Llc
  Hackensack, NJ

Other Businesses

1) CENTER FOR FINANCIAL STRATEGIES LLC. POSITION: Senior Advisor, Partner NATURE: Providing financial services to personal clients and prospects needing wealth advice. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 05/28/2025 ADDRESS: 21 Hillside Lane, New Hope PA 18938, United States DESCRIPTION: Work with clients on their financial plan and make suitable recommendations based on their goals.

Exams

• S66 Uniform Combined State Law Examination
  2013-02-25
• S63 Uniform Securities Agent State Law Examination
  2008-01-16

Other Names

• Anna Karinna Perasso
• Anna K Perasso