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 Pacheco is a financial professional with over 15 years of experience in the industry. Ana is currently a registered representative with Charles Schwab & CO., Inc. in Westlake, TX. Ana holds the Series 6, 7, 9, 10, 63, and SIE licenses. Ana has previously worked for Fidelity Brokerage Services LLC and Chase Investment Services Corp., among other firms. Ana is registered to provide securities related services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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
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2
TX
02/04/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/01/2008 - 01/10/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
02/15/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
07/06/2005 - 10/18/2006
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
IL
06/09/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 06/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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