Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Simicic is a financial advisor who has been in the industry since 2013. Ana is currently registered with U.S. Bancorp Investments, Inc. and holds a Series 66 license, Series 4, Series 53, and Series 24 licenses. Ana also has a Series 7, Series 52, and SIE license. Previously, Ana was associated with Morgan Stanley. Ana's firm has clients in the charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities categories. Ana is based in Vancouver, WA and provides financial planning, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals services.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
09/29/2021 - Present
U.s. Bancorp Investments, Inc. (Vancouver WA)
CA
10/05/2013 - 05/01/2014
MORGAN STANLEY (LONG BEACH CA)
BOTH
Issued 12/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2017
Series 4 - Registered Options Principal Examination
BC
Issued 02/09/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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