Ann Marie Iglai

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Stonex Securities Inc
  North Royalton, OH
• 01/2015 → Present
  Stonex Advisors Inc
  North Royalton, OH

Previous Registrations

• 2010-02-04 → 2015-01-30
  Wrp Investments, Inc.
  North Royalton, OH
  Canfield, OH
  Youngstown, OH
• 2008-01-09 → 2010-02-04
  Thrivent Investment Management Inc.
  Medina, OH
  Copley, OH
  Cleveland, OH
• 2004-07-14 → 2008-01-04
  Natcity Investments, Inc.
  Cleveland, OH
  Cleveland, OH

Other Businesses

1)IGS FINANCIAL LLC 4323 EDGERTON ROAD NORTH ROYALTON, OH 44133 OWNER NATURE OF BUSINESS: INSURANCE / FIXED ANNUITIES DUTIES: SALES OF LIFE INSURANCE AND FIXED ANNUITIES APPROX 10 HOURS PER MONTH DURING MARKET HOURS

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-24
• S66 Uniform Combined State Law Examination
  2001-09-07

Designations

• Certified Financial Planner

Other Names

• Ann Marie Crocks
• Ann Marie Crocks