Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna C. Andonie is a financial advisor with Charles Schwab & Co., Inc. Ana has been in the financial services industry since 2017 and is registered with the state of Maryland. Ana is also a Series 7 and Series 66 licensed representative. Ana has previously worked with TD Ameritrade, Inc. Ana specializes in providing financial planning and selection of other advisors. Ana is committed to helping clients reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MD
01/26/2022 - Present
Charles Schwab & CO., Inc. (Potomac MD)
MD
08/09/2017 - 05/19/2024
TD AMERITRADE, INC. (Potomac MD)
BOTH
Issued 08/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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