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 schuler Azario is a financial professional with over 2 years of experience in the financial services industry. Ana has been a registered representative since September 2019. Ana currently works at Goldman Sachs & Co. LLC, where she specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Previously, Ana has worked at J.P. Morgan Securities LLC, EFG Capital International, Interactive Brokers LLC, Citigroup Global Markets Inc., and Citi International Financial Services LLC. Ana is licensed to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Ana is also a Series 65 and 63 licensed.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
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.
Execution charges, custody, management fee
1
2
FL
04/26/2024 - Present
Goldman Sachs & Co. LLC (MIAMI FL)
FL
09/01/2022 - 04/17/2024
J.P. MORGAN SECURITIES LLC (Miami FL)
FL
01/03/2022 - 08/01/2022
EFG CAPITAL INTERNATIONAL (MIAMI FL)
FL
10/26/2021 - 12/16/2021
INTERACTIVE BROKERS LLC (West Palm Beach FL)
NY
04/16/2021 - 09/14/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
03/23/2021 - 07/27/2021
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
MI
09/13/2019 - 01/28/2021
J.P. MORGAN SECURITIES LLC (WEST BLOOMFIELD MI)
IA
Issued 04/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials 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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