Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Portillo is a financial advisor with Voya Financial Advisors, Inc. Ana has been a registered representative in the securities industry since 2007 and an investment advisor representative since 2011. Ana has passed the Series 7, Series 24, Series 66, and SIE exams. Ana holds registrations in 48 states. Ana has experience with various investment products and services, including fixed insurance products, and offers financial planning and portfolio management services. Ana has worked at Voya Financial Advisors, Inc. since 2014 and has previously worked at ING Financial Partners, Inc., ING Financial Advisors, LLC, and VALIC Financial Advisors, Inc.
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.
1
2
TX
06/11/2013 - Present
Voya Financial Advisors, Inc. (HOUSTON TX)
TX
01/03/2011 - 06/05/2013
ING FINANCIAL PARTNERS, INC. (HOUSTON TX)
TX
07/14/2009 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (HOUSTON TX)
TX
05/04/2007 - 05/01/2009
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 04/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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