Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Bautista is a registered representative with J.p. Morgan Securities LLC. Ana is located in Winter Haven, FL, and has been in the financial industry since 2022. Ana holds the Series 6TO and SIE licenses. Ana specializes in Investment Company Products/Variable Contracts, Fixed Annuities, Mutual Funds, Variable Annuities, and ETFs. Ana is also registered in Florida and has a firm BC scope of Active and an IA scope of NotInScope.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
11/22/2022 - Present
J.p. Morgan Securities LLC (WINTER HAVEN FL)
BC
Issued 11/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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