Unclaimed
Ana Claudia Jardim Silva is a registered representative with Itau International Securities Inc. in Miami, Florida. Ana Claudia is licensed to offer securities and investment advisory services. Ana Claudia has been in the securities industry since February 17, 2012. Ana Claudia is licensed in California, Connecticut, Florida, New York, and Texas. Ana Claudia has obtained the following licenses: Series 66, Series 7, and SIE. Ana Claudia specializes in providing financial services to both high-net-worth individuals and businesses. Ana Claudia offers a range of investment management services, including portfolio management for individuals and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
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.
1
2
FL
04/26/2018 - Present
Itau International Securities Inc. (MIAMI FL)
BOTH
Issued 04/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ana claudia Silva is the right advisor for you? Invested Better is here to help.