Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Romana Netolicka is a financial professional with over 10 years of experience in the industry. Anna currently works at Oneamerica Securities, Inc. where she has been registered since April 2016. Prior to that, Anna worked at Quasar Distributors, LLC in Portland, Maine. Anna is licensed to sell securities in Georgia and Wisconsin. Anna holds Series 6, 26, and 63 licenses as well as the SIE exam. Anna specializes in providing financial planning, pension consulting and educational seminars for clients.
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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2
IN
04/19/2016 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
ME
07/24/2008 - 11/02/2011
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 07/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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