Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana claudia? Claim Your ProfileAna Claudia Carvalho Ribeiro is a registered Investment Advisor Representative with Citigroup Global Markets Inc. Ana Claudia has been in the industry since 2015 and holds multiple securities licenses, including Series 7, Series 63, and Series 66. She is currently registered in Florida, California, Delaware, Indiana, New Jersey, New York, South Dakota and Texas. Ana Claudia previously worked for Banco do Brasil Securities LLC and Itau International Securities Inc. Ana Claudia specializes in providing asset allocation advice, financial planning, pension consulting, and portfolio management for individuals and businesses. She is dedicated to helping clients achieve 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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation advice
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.
1
2
FL
01/24/2022 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
10/22/2020 - 07/29/2021
BANCO DO BRASIL SECURITIES LLC (MIAMI FL)
FL
09/26/2018 - 10/15/2020
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
03/31/2015 - 08/30/2018
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
BOTH
Issued 09/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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