Anna Jean Alexander

Current Employers

Employment History

• 03/2004 → Present
  Wfgia
  Eastlake, OH
• 10/2011 → Present
  Unitedhealthcare Medicare Solutions
  Minneapolis, MN
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Eastlake, OH
• 09/2015 → 02/2022
  Memorial Association Llc
  Indianapolis, IN
• 02/2019 → Present
  Netlaw Inc.
  Louisville, KY
• 04/2020 → Present
  College Loan Freedom
  Henderson, NV
• 01/2022 → Present
  Pinnacle Financial Services
  Warminster, PA
• 09/2023 → Present
  Champion Health
  Scottsdale, AZ
• 02/2024 → Present
  Geoblue Travel Insurance
  King Of Prussia, OH
• 12/2025 → Present
  Cornerstone Senior Marketing
  Powell, OH

Previous Registrations

• 2011-10-31 → 2012-01-06
  Investment Advisors International, Inc.
  Willoughby Hills, OH
  Willoughby Hills, OH

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Pinnacle Financial Services / 0122-Present / Investment Related: No / 65 West Street Road. Suite A-101, Warminster, PA 18974 / General Agent / Medicare Insurance / Hrs. Work Monthly: 80 / Sec Trading Hrs: 4 / Consult regarding Medicare plans. Assist with completion of application. Net Law Inc. / 0219-Present / INVESTMENT RELATED: NO /12910 Shelbyville Rd. Suite 124 Louisville, KY 40243 /referral representation / Legal Documents; wills, power of attorney-finance/health, trust / hrs work monthly: 1 / Sec trading hrs: 0 / I will not have daily activities. I will only refer clients who have a need for the legal services NetLaw Inc. provides. United Health care Medicare Solutions, United Healthcare Insurance Company/ Minneapolis, MN / Independent Contractor / This Company provides Medicare Supplemental Insurance and Prescription Drug Insurance for individuals eligible for Medicare. /This is a result of a transition from being an independent contracted agent with UnitedHealthCare to my current status as an external distribution contract. I will continue to receive commission trails, however, not an active selling agent./Hrs Work Monthly: 0 / Sec Trading Hrs: 0 / approved with restrictions College Loan Freedom; no; 129 W Lake Mead Pkwy #19 Henderson, NV 89015; 04/15/2020; Student Loan assistance; referral; 20 hrs/month; 1 during sec. trading, I would be a referral source for the College Loan Freedom service. I would not have daily activities or responsibilities. Referrals would be made as identified with clients needs; approved with restrictions UnitedHealthcare Insurance Company/No/Minneapolis MN 55440 /Medicare Insurance 2/24/22 CHAMPION HEALTH POSITION: Independent Sales Representative NATURE: Health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: 7272 E. Indian School Road, #540, Scottsdale AZ 85251, United States DESCRIPTION: Introduce companies to an overlapping preventative health insurance for employees. GEOBLUE TRAVEL INSURANCE POSITION: Independent Contractor NATURE: Travel health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 02/05/2024 ADDRESS: 933 First Avenue, King of Prussia OH 44481, United States DESCRIPTION: No daily duties. This will be an as needed/requested basis for individuals who will be traveling out of the country. I will provide product information, quotes and complete applications. CORNERSTONE SENIOR MARKETING POSITION: Independent Contractor NATURE: Medicare Insurance Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 12/02/2025 ADDRESS: 9482 Wedgewood Blvd, Suite130, Powell OH 43065, United States DESCRIPTION: Independent agent for Medicare Health Insurance sale. In performing an individual's Medicare needs analysis I may identify they qualify for a Dual Special Needs plan which is on the Cornerstone Senior Marketing platform. In following proper procedures I will compare and recommend appropriate plans. If the individual confirms their decision, I will complete their application for enrollment into a Medicare/Medicaid plan.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-07-17
• S65 Uniform Investment Adviser Law Examination
  2011-09-19

Other Names

• Anna Alexander