Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana-maria? Claim Your ProfileAna-maria Coneschi is a financial advisor who has been in the industry since 2023. Ana-maria is currently registered with Money Concepts Capital Corp. in Palm Beach Gardens, FL. She is also registered in Colorado and Illinois. Ana-maria offers a variety of financial services, including financial planning and portfolio management. Ana-maria holds Series 63, Series 53, Series 24, Series 52TO, Series 7TO and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
02/27/2023 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BC
Issued 10/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 02/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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