Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Morocco is a financial advisor with Osaic Wealth, Inc. based in McHenry, IL. Ann has been in the financial services industry since 2010 and has experience with both Securities America, Inc. and Raymond James Financial Services, Inc. Ann has a wide range of certifications including Series 7, Series 63, and Series 65. Ann works with a variety of clients including high-net-worth individuals, corporations, and pension plans. She is committed to providing her clients with personalized financial planning and investment advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
06/14/2024 - Present
Osaic Wealth, Inc. (MCHENRY IL)
IL
01/13/2017 - 06/14/2024
SECURITIES AMERICA, INC. (MCHENRY IL)
IL
04/21/2010 - 01/17/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (CRYSTAL LAKE IL)
IA
Issued 07/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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