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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Marie Ciani is an investment advisor representative with OneDigital Investment Advisors. Anna has been in the industry for over 2 years. She is registered with the state of Kansas as an investment advisor representative and a broker-dealer. She has also passed the Series 7TO, Series 63 and Series 65 exams. Prior to joining OneDigital Investment Advisors, Anna held positions at American Century Investment Services Inc., Triad Advisors LLC. and OSAIC WEALTH, INC.. Anna has a wide range of experience working with high net worth individuals, corporations, pension and profit sharing plans, charitable organizations, state or municipal government entities, and pooled investment vehicles. Anna is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
03/11/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
GA
04/23/2024 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MO
11/16/2021 - 06/01/2023
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 03/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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