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Ana cecilia Masset Vasconcellos

Advisors Asset Management, Inc.

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About Ana cecilia Masset Vasconcellos

Ana cecilia Masset Vasconcellos is a financial advisor at Advisors Asset Management, Inc., a firm based in Monument, Colorado. Ana cecilia has been in the financial services industry since 2008 and is registered with FINRA. Ana cecilia specializes in providing investment advice to a variety of clients, including individuals, corporations, and investment companies. Ana cecilia has a strong track record of success and is committed to providing her clients with the highest quality of service.

Firm Information

Ana cecilia Vasconcellos is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ana cecilia Vasconcellos’s Registration & Firm History

FL

06/24/2019 - Present

Advisors Asset Management, Inc. (Boca Raton FL)

FL

10/03/2018 - 06/11/2019

J.P. MORGAN SECURITIES LLC (BOCA RATON FL)

FL

12/08/2015 - 08/01/2018

PFS INVESTMENTS INC. (MIAMI FL)

FL

12/09/2008 - 01/21/2014

HSBC SECURITIES (USA) INC. (MIAMI FL)

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Licenses & Designations

BC

Issued 08/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ana cecilia Masset Vasconcellos.
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