Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Eugenia Romero is a financial advisor at U.S. Capital Wealth Advisors, LLC. Ana has over 4 years of experience in the financial services industry. Ana is licensed to provide investment advice in Texas. Ana specializes in portfolio management for individuals and businesses. Ana is also licensed to sell fixed insurance products.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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TX
02/14/2023 - Present
U.s. Capital Wealth Advisors, LLC (Austin TX)
TX
04/03/2018 - 07/22/2020
COMMONWEALTH FINANCIAL NETWORK (SAN ANTONIO TX)
TX
06/02/2017 - 02/01/2018
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
TX
09/22/2016 - 06/02/2017
COMMONWEALTH FINANCIAL NETWORK (AUSTIN TX)
TX
03/24/2016 - 08/26/2016
PRUCO SECURITIES, LLC. (AUSTIN TX)
IA
Issued 09/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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