Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Robinson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in San Antonio, Texas. Ana has been in the financial services industry since August 2001. Ana holds the Series 63, 66, 7, and SIE securities licenses, and is registered to provide investment advice in Arizona, California, Delaware, Florida, Georgia, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Oklahoma, Pennsylvania, South Dakota, Texas, Virginia, Washington, and Wyoming. Ana also has experience with Chase Investment Services Corp. and Banc One Securities Corporation. Ana's specializations include equities, fixed income, mutual funds, variable annuities, and insurance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
02/23/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
IL
02/16/2006 - 03/02/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/07/2001 - 03/02/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 09/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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