Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Mota is a registered representative with Banco Do Brasil Securities LLC. Ana has been in the securities industry since 2011 and is currently licensed in 15 states. Ana's previous experience includes roles at HSBC Securities (USA) Inc., Morgan Stanley, Wells Fargo Advisors, LLC, and Citigroup Global Markets Inc. Ana is a Series 7 and Series 66 licensed professional. Ana provides investment advice and portfolio management services to individuals.
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.
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.
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2
FL
05/23/2024 - Present
Banco DO Brasil Securities LLC (MIAMI FL)
FL
09/26/2019 - 07/13/2023
HSBC SECURITIES (USA) INC. (Miami FL)
FL
06/03/2014 - 08/27/2019
MORGAN STANLEY (MIAMI FL)
FL
07/27/2012 - 05/20/2014
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
09/30/2011 - 07/09/2012
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
04/20/2011 - 09/27/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 06/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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