Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Maldonado is a registered representative with Charles Schwab & CO., Inc., specializing in financial planning. Ana is a licensed securities agent and holds the Series 7TO and SIE licenses. Ana has been in the financial services industry since September 2022, having previously been a representative with TD Ameritrade, Inc. Ana has a comprehensive understanding of the financial services industry and is committed to providing clients with personalized advice and guidance.
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
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2
TX
02/20/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
09/07/2022 - 02/20/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 09/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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