Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Elizabeth Gorman is a financial advisor with Osaic Wealth, Inc. located in Greenfield, WI. Anna has been in the industry since August 2006 and is registered with both FINRA and the state of Wisconsin. Anna holds the Series 6, 7, and 66 securities licenses, as well as the SIE exam. Anna is also a Certified Financial Planner. Anna's specialties include financial planning, pension consulting, and portfolio management.
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.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (GREENFIELD WI)
WI
02/25/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREENFIELD WI)
WI
09/01/2015 - 03/01/2022
VOYA FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
IL
12/15/2008 - 09/03/2015
COUNTRY CAPITAL MANAGEMENT COMPANY (ORION IL)
CA
10/13/2004 - 05/01/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
08/21/2002 - 04/28/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MN
02/27/2002 - 03/27/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/27/2002 - 03/27/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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