Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Clara Mahony is a financial advisor currently registered with Addition Wealth. Ana has a Series 7 and Series 63 license and has been in the industry since 2013. Ana previously worked at Citigroup Global Markets Inc. Before becoming a financial advisor, Ana worked at Uber Technologies. Ana is currently active in Texas. Addition Wealth is a firm registered in Texas and is active. Ana and Addition Wealth specialize in helping individuals, corporations, and other businesses. The firm provides financial planning, educational seminars, and the selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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NY
05/09/2023 - Present
Addition Wealth (New York NY)
NY
10/01/2013 - 10/29/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 10/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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