Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Louise Pulgiano is a financial professional with over 10 years of experience in the industry. Anna is currently registered with Ameritas Advisory Services, LLC and is licensed in New Jersey and New York. Previously, Anna was registered with Lincoln Financial Advisors Corporation, AXA Advisors, LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Anna has a broad range of experience, including financial planning, pension consulting, and portfolio management for individuals and businesses. Anna offers a variety of advisory services, including financial planning, pension consulting, and portfolio management. Anna also holds the Series 6, 63, 65, and SIE securities licenses.
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.
Solicitor fees
1
2
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (MELVILLE NY)
NJ
11/19/2013 - 05/03/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (PARSIPPANY NJ)
NY
05/17/2012 - 09/28/2012
AXA ADVISORS, LLC (MELVILLE NY)
NJ
09/18/2006 - 05/17/2010
METLIFE SECURITIES INC. (SHORT HILLS NJ)
NJ
09/18/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
IA
Issued 03/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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