Unclaimed
Ana Teresa Cortes morales is a financial professional with Savile Capital Markets LLC, a firm that is active in the Broker-Dealer (BC) space. Ana Teresa Cortes morales is registered with the Financial Industry Regulatory Authority (FINRA) in the state of Puerto Rico. Ana Teresa Cortes morales has over 5 years of experience in the industry. Ana Teresa Cortes morales holds the Series 6 and SIE licenses. Prior to joining Savile Capital Markets LLC, Ana Teresa Cortes morales was associated with MUTUAL OF OMAHA INVESTOR SERVICES, INC. in Guaynabo, PR.
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.
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.
1
2
PR
06/06/2024 - Present
Savile Capital Markets LLC (San Juan PR)
PR
01/21/2019 - 05/02/2024
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (GUAYNABO PR)
BC
Issued 01/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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