Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Cristina Lesmez is an active financial professional with experience in the industry since 2021. Ana is currently registered with Charles Schwab & Co., Inc., a prominent financial institution offering a wide range of services. Before joining Charles Schwab & Co., Inc., Ana held a position with TD Ameritrade, Inc., demonstrating her commitment to serving clients in the financial services sector. Ana holds licenses including Series 63, Series 10, Series 9, Series 7TO and SIE, showcasing her knowledge and expertise in various financial areas. Ana is licensed to provide financial advice in all 50 U.S. states. Ana's dedication to her clients and her impressive credentials position her as a valuable resource for individuals seeking financial guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
10/04/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
03/19/2021 - 10/20/2021
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 03/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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