Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna G De pina is a registered investment advisor representative who has been in the financial industry since 2018. Ana is currently employed with J.P. Morgan Securities LLC and is registered with the state of New Hampshire. Ana has previous experience with Thrivent Investment Management Inc. and Pruco Securities, LLC. Ana provides financial planning, pension consulting and portfolio management services to individuals and businesses. Ana is also registered as an investment advisor representative in Maine, Massachusetts, New Hampshire and Rhode Island.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
02/29/2024 - Present
J.p. Morgan Securities LLC (Needham MA)
MA
08/15/2023 - 11/08/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Dedham MA)
MA
02/19/2020 - 03/07/2023
PRUCO SECURITIES, LLC. (WAKEFIELD MA)
MA
04/17/2018 - 01/06/2020
NYLIFE SECURITIES LLC (BRIDGEWATER MA)
BOTH
Issued 09/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative 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
Not sure Ana De pina is the right advisor for you? Invested Better is here to help.
