Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Zikovich Wajler is a financial advisor with Raymond James Financial Services Advisors, Inc. Ann has over 16 years of experience in the financial services industry. Ann is registered with the state of Tennessee and holds FINRA Series 7, Series 63, and Series 65 licenses. Ann has a strong understanding of the financial markets and investment strategies. Ann is committed to providing her clients with personalized financial advice that meets their individual needs. Ann specializes in providing investment advice for individuals, families, and businesses. Ann is also a Registered Financial Assistant with Wilson Bank & Trust.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
03/09/2021 - Present
Raymond James Financial Services Advisors, Inc. (Mount Juliet TN)
FL
01/04/1999 - 04/08/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
01/07/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
06/17/1993 - 12/23/1996
AMERISTAR CAPITAL MARKETS, INC.
IA
Issued 02/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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