Anna Dujan, financial advisor Oakbrook Terrace IL

Anna Dujan

CRD Number: 4933785
Current Firm: Harvest Investment Services, LLC

Anna Dujan (CRD# 4933785) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Harvest Investment Services, LLC Indianapolis, IN Jun 2016 - Current 7
Proequities Inc. Indianapolis, IN Jun 2016 - Dec 2016 < 1
Guardian Indianapolis, IN Dec 2015 - May 2016 < 1
Park Ave Securities Indianpolis, IN Dec 2015 - May 2016 < 1
Guardian Indianapolis, IN Aug 2015 - Dec 2015 < 1
Proequities, Inc. Indianapolis, IN May 2010 - Aug 2015 5
Bankers Life And Casualty Indianapolis, IN Sep 1994 - Aug 2015 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S66 NASAA Uniform Combined State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination Sep 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anna M. Dujan
Phone Number: (630) 613-9230
Registered State(s):
  • IN
  • NV
By the Numbers
  • Total Assets Under Management
    282
    MILLIONS
  • Total Number of Accounts
    2,862
    ACCOUNTS
  • Average Account Value
    $98,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, LA, MI, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, WA, WI

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