Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Villarreal is a financial advisor at Morgan Stanley. Ana has been working in the financial industry since 2014. Ana holds Series 6, 7, 63 and 66 securities licenses and has extensive experience in investment advisory services. Ana provides portfolio management services for individuals, businesses, and investment companies. Ana also offers asset allocation advice, financial planning, educational seminars, and selection of other advisors. Ana is registered to provide investment advice in 51 states and the District of Columbia.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
01/16/2023 - Present
Morgan Stanley (Glenview IL)
IL
02/19/2018 - 11/10/2022
UBS FINANCIAL SERVICES INC. (NORTHBROOK IL)
IL
02/20/2015 - 02/02/2018
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
01/09/2009 - 09/21/2009
UVEST FINANCIAL SERVICES GROUP, INC. (MUNDELEIN IL)
BOTH
Issued 01/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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