Anne E Kraljic

Current Employers

Employment History

• 04/2013 → 12/2017
  Invest Financial Corp.
  Toms River, NJ
• 12/2017 → 06/2024
  Securities America, Inc.
  Toms River, NJ
• 12/2017 → 06/2024
  Securities America Advisors
  Toms River, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Toms River, NJ

Previous Registrations

• 2017-12-22 → 2024-06-14
  Securities America Advisors, Inc.
  Toms River, NJ
• 2013-04-19 → 2017-12-20
  Invest Financial Corporation
  Toms River, NJ
• 2005-09-16 → 2013-04-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toms River, NJ
  Toms River, NJ
• 2002-10-15 → 2005-09-16
  Merrill Lynch Investment Managers Lp
  Plainsboro, NJ

Other Businesses

1. Caregiver Volunteers of Central Jersey Position: Board Member - Nature: Caregiver Volunteers of Central Jersey Board of Directors - not for profit - Investment Related: No - Hours: 2 Securities Trading Hours: 0 Start Date: 04/01/2009 Address: 67 Rt 37 West, Toms River NJ 08755 2. Insurance Sales Position: Insurance Sales - Nature: Insurance Sales - Investment Related: Yes - Hours: 2 - Securities Trading Hours: 2 - Start Date: 04/19/2013 Address: 40 Bey Lea Rd, Suite C102, Toms River NJ 08753 3. Advisory Affiliation SAA Position: Investment Advisor - Nature: Advisory Affiliation - SAA Investment Related: Yes - Hours: 90 - Securities Trading Hours: 90 - Start Date: 12/21/2017 - Address: 40 Bey Lea Rd, Suite C102, TOMS RIVER NJ 08753 4. OCYMCA Position: Group Fitness Instructor - Nature: Group Fitness Instructor - OCYMCA - Investment Related: No - Hours: 12 - Securities Trading - Hours: 0 Start Date: 10/10/2012 Address: 1088 W Whitty Rd, Toms River NJ 08755 5. DBA - Vision Financial Services 6. OCEAN COUNTY COLLEG FOUNDATION -Board Member -Board member and Finance Committee Member for Ocean County College Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SEC TRADE HRS: 0 -9/30/19 -One College Dr, Toms River NJ 08754 -Quarterly meetings to discuss the sustainability of the organization and to support Ocean County College. In addition, I am also part of the finance committee for which I may be asked my ideas amongst other members. The entire committee reviews all investment recommendations and ideas and votes. I abstain from voting on these recommendations. In addition, I have disclosed that there may be a conflict of interest. 7. OCYMCA POSITION: Group Fitness Instructor NATURE: Group Fitness Instructor - OCYMCA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/9999 ADDRESS: 1088 W Whitty Rd, Toms River NJ 08755, United States DESCRIPTION: Instruct group fitness classes 8. YMCA OF THE JERSEY SHORE POSITION: Board Member NATURE: Board Member - helping to ensure the sustainability of the organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/03/2026 ADDRESS: 170 Patterson Ave, Shrewsbury NJ 07702, United States DESCRIPTION: Board member. Attend 1 meeting per quarter and participate in committee meetings. Attend events when requested 9. FRANNE REAL ESTATE LLC POSITION: Co-owner NATURE: Real estate - rental property (son's school) 26 Sudbury Dr Rochester NY INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 2 Brant Dr, Atlantic Highlands NJ 07716, United States DESCRIPTION: Limited. Maintaining property paying bills for the house 10. VISION FINANCIAL SERVICES POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/09/2019 ADDRESS: 40 Bey Lea Rd, Toms River NJ 08753, United States DESCRIPTION: DBA

Exams

• S66 Uniform Combined State Law Examination
  2002-11-01

Other Names

• Anne Velto
• Anne Velto
• Anne Kraljic