Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Karina Gonzalez davila is a financial advisor with New Edge Wealth, located in Stamford, Connecticut. Ana has been in the industry since September 2019, and is registered in Florida and Texas. She is also registered as an Investment Advisor Representative in Florida and Texas. Ana is a Series 66, Series 7TO and SIE licensed representative. Previously, Ana was employed by UBS Financial Services Inc. in Coral Gables, Florida. Ana specializes in providing financial advice and investment management services to high-net-worth individuals, corporations, and other institutions.
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.
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.
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2
CT
01/03/2024 - Present
NEW Edge Wealth (STAMFORD CT)
FL
09/02/2019 - 02/14/2022
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
BOTH
Issued 12/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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