Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Kraljic is a financial advisor with over 20 years of experience in the industry. Anne is registered with Osaic Wealth, Inc., where she has been working since June 2024. Previously, Anne was a registered representative with Securities America, Inc., and Invest Financial Corporation, and a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anne is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Anne holds the Series 7, Series 24, and Series 66 licenses. Anne also holds several other designations and certifications, including a Group Fitness Instructor from the Ocean County YMCA. Anne is a dedicated and experienced financial advisor who is committed to helping her clients 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.
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
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (TOMS RIVER NJ)
NJ
12/19/2017 - 06/14/2024
SECURITIES AMERICA, INC. (TOMS RIVER NJ)
NJ
04/19/2013 - 12/20/2017
INVEST FINANCIAL CORPORATION (TOMS RIVER NJ)
NJ
09/16/2005 - 04/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOMS RIVER NJ)
NY
02/06/2001 - 09/16/2005
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 11/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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