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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Marie Iglai is an investment advisor representative with Stonex Advisors Inc. Ann Marie has been in the financial services industry since November 23, 1998. Ann Marie has been registered with Stonex Advisors Inc. since January 30, 2015. Prior to that, Ann Marie was registered with WRP INVESTMENTS, INC., THRIVENT INVESTMENT MANAGEMENT INC., NATCITY INVESTMENTS, INC., and MCDONALD INVESTMENTS INC.. Ann Marie holds the Series 7, Series 63 and Series 66 securities licenses as well as the SIE exam. Ann Marie is also a Certified Financial Planner. Ann Marie is registered to provide investment advisory services in Kentucky, Ohio and Pennsylvania.
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.
Financial consulting services
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.
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2
OH
01/30/2015 - Present
Stonex Advisors Inc. (North Royalton OH)
OH
02/03/2010 - 09/12/2014
WRP INVESTMENTS, INC. (NORTH ROYALTON OH)
OH
01/08/2008 - 02/04/2010
THRIVENT INVESTMENT MANAGEMENT INC. (MEDINA OH)
OH
01/30/2002 - 01/04/2008
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
11/20/1998 - 01/28/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 09/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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