Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Carolina Arnau is an investment advisor representative associated with Andbanc Advisory LLC in Miami, FL. Ana has over 14 years of experience in the financial services industry and is registered with the state of Florida to provide investment advisory services. Ana has previously worked for Morgan Stanley, Andbanc Brokerage, LLC, Boreal Capital Securities LLC, and Beta Capital Management, L.P. Ana holds Series 7, Series 63, and Series 65 licenses. Ana provides portfolio management for individuals, businesses, and pooled investment vehicles. Ana also offers advisory services such as selection of other advisors, financial planning, and market timing services.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/29/2024 - Present
Andbanc Advisory LLC (MIAMI FL)
FL
06/05/2024 - 08/07/2024
MORGAN STANLEY (Miami FL)
FL
03/27/2024 - 06/14/2024
ANDBANC BROKERAGE, LLC (MIAMI FL)
FL
11/08/2012 - 03/22/2024
BOREAL CAPITAL SECURITIES LLC (MIAMI FL)
FL
07/01/2010 - 11/07/2012
BETA CAPITAL MANAGEMENT, L.P. (MIAMI FL)
BC
Issued 06/01/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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