Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna bertha? Claim Your ProfileAnna Bertha Stepanovic is a financial advisor with over 25 years of experience in the financial services industry. Currently, Anna Bertha Stepanovic is registered with Osaic Wealth, Inc. as an Investment Advisor Representative in the state of Illinois. Previously, Anna Bertha Stepanovic was registered with Woodbury Financial Services, Inc. and LPL Financial LLC. Anna Bertha Stepanovic has also held positions with PEB Financial Group, Inc. and Kiefer Financial Group, Northpoint Financial Group and Plenitud, Inc. Anna Bertha Stepanovic provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies. Anna Bertha Stepanovic is committed to providing her clients with the highest level of service and expertise.
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
01/19/2024 - Present
Osaic Wealth, Inc. (DARIEN IL)
IL
09/28/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DARIEN IL)
IL
05/18/2005 - 10/07/2015
LPL FINANCIAL LLC (DARIEN IL)
IL
04/25/1997 - 05/17/2005
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
IA
Issued 02/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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