Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Blackwelder is a financial advisor at UBS Financial Services Inc. Ana has over 20 years of experience in the financial services industry. Ana has held previous roles at Girard Securities, Inc., Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., FSC Securities Corporation, Wachovia Securities, Inc., Paine Webber Incorporated, and J.C. Bradford & Co.. Ana is registered with FINRA as a Series 7 and Series 63 licensed individual. Ana's specializations include: Fixed Income, Mutual Funds, Variable Annuities, Equity, Options, and Retirement Planning. Ana is also registered in Arizona, California, Florida, Nevada, New York, and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NV
11/14/2017 - Present
UBS Financial Services Inc. (LAS VEGAS NV)
CA
05/26/2017 - 07/25/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
TX
02/13/2013 - 06/13/2016
RAYMOND JAMES & ASSOCIATES, INC. (SAN ANTONIO TX)
TX
01/06/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (SAN ANTONIO TX)
TX
04/19/2010 - 01/07/2011
FSC SECURITIES CORPORATION (SAN ANTONIO TX)
TX
09/23/2003 - 01/28/2010
FSC SECURITIES CORPORATION (HOUSTON TX)
MO
01/05/2001 - 11/11/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NJ
08/12/2000 - 12/21/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/29/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 07/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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