Invested Better
Unclaimed

Unclaimed

Unclaimed

Ana claudia J Silva

Itau International Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ana claudia? Claim Your Profile

About Ana claudia J Silva

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.

Firm Information

Ana claudia Silva is currently registered with Itau International Securities Inc.. Itau International Securities Inc. is a corporation registered with the SEC and in five states. Founded in 2007, the firm provides investment advisory services for individuals, pooled investment vehicles, and businesses. They offer portfolio management services and operate a wrap fee program. Itau International Securities Inc. manages approximately $59,632,307 in regulatory assets under management for 31 clients, including 14 high-net-worth individuals and 13 corporations.

$59.63M

Assets Under Management

Not reported

Total Clients

36

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family office services

Family office services

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ana claudia Silva’s Registration & Firm History

FL

04/26/2018 - Present

Itau International Securities Inc. (MIAMI FL)

Not sure if Ana claudia J Silva is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ana claudia J Silva.
Not sure if Ana claudia J Silva is right for you?