Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Marie Dujan is a registered Investment Advisor Representative with Harvest Investment Services, LLC. Anna has been in the industry since 2005. Anna holds Series 6, 7, 24, 63, and 66 securities licenses as well as the SIE. Anna is also registered to provide investment advisory services in Indiana and Nevada. Anna is currently providing investment advisory services for Harvest Investment Services, LLC. Anna has previously worked with ProEquities, Inc., Park Avenue Securities LLC, and UVEST Financial Services Group, Inc.
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.
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2
IL
06/08/2016 - Present
Harvest Investment Services, LLC (OAKBROOK TERRACE IL)
IN
06/27/2016 - 12/31/2016
PROEQUITIES, INC. (INDIANAPOLIS IN)
IN
01/13/2016 - 06/07/2016
PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)
IN
06/01/2010 - 08/18/2015
PROEQUITIES, INC. (INDIANAPOLIS IN)
IN
04/06/2005 - 05/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (INDIANAPOLIS IN)
IA
Issued 09/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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