Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Matia is a registered investment advisor representative with Citigroup Global Markets Inc. Ana has been in the industry since 2019. Ana holds the Series 7TO, Series 66 and SIE licenses. Ana is registered in multiple states and has worked at Truist Investment Services, Inc. and GenSpring before joining Citigroup Global Markets Inc. Ana's specializations include providing investment advice, portfolio management, and financial planning services to individuals, businesses, and institutions. Ana is also an owner of 2.3% of Pool Fashion LLC, a company that used to import high-end European designer clothes and sell them in the U.S. market.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/03/2023 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
06/12/2019 - 10/10/2023
TRUIST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
BOTH
Issued 10/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ana Matia is the right advisor for you? Invested Better is here to help.
