Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Ortega is a financial advisor with Citigroup Global Markets Inc. Ana has over 11 years of experience in the financial services industry. Ana is registered with FINRA and the state of Florida. Ana holds the Series 7, 9, 10, 24, 31, 63 and 65 licenses. Ana specializes in asset allocation, financial planning, pension consulting and portfolio management for individuals and businesses.
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.
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.
Asset allocation advice
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.
1
2
FL
08/17/2011 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
12/12/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
IA
Issued 08/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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