Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Becker is a financial advisor at Citigroup Global Markets Inc. in Miami, Florida. Ana has been a registered representative for over two years, and is licensed to offer investment advice and securities products in all 50 states and several U.S. territories. Ana holds Series 3, 7TO, and SIE licenses, as well as Series 63 and 65 licenses. Ana specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Before joining Citigroup Global Markets Inc. in August 2023, Ana was a financial advisor at Goldman Sachs & Co. LLC. Ana previously worked in the technology industry, including at British Telecom.
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.
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2
FL
10/12/2023 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
09/13/2021 - 04/05/2023
GOLDMAN SACHS & CO. LLC (MIAMI FL)
IA
Issued 10/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2021
Series 3 - National Commodity Futures Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
M
MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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