Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana paula? Claim Your ProfileAna Paula Pinto O'Keefe is a Registered Representative with Snowden Capital Advisors LLC. Ana Paula has been in the securities industry since 2005. Before joining Snowden Capital Advisors LLC, Ana Paula worked at WELLS FARGO CLEARING SERVICES, LLC and J.P. MORGAN SECURITIES LLC. Ana Paula holds FINRA Series 7, 63, and 66 licenses. Ana Paula is also registered with the states of Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, New Jersey, New York, Puerto Rico, Texas, and Virginia. Ana Paula's specializations include: Financial planning, portfolio management, and pension consulting.
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.
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
NY
05/28/2021 - Present
Snowden Capital Advisors LLC (New York NY)
NY
09/25/2018 - 06/03/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
11/20/2014 - 09/18/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
01/01/2010 - 09/20/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/09/2005 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
02/03/2005 - 05/23/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 01/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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