Invested Better
Unclaimed

Unclaimed

Unclaimed

Ana Teresa Cortes morales

Savile Capital Markets LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ana? Claim Your Profile

About Ana Teresa Cortes morales

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.

Firm Information

Ana Cortes morales is currently registered with Savile Capital Markets LLC. Savile Capital Markets LLC is a Limited Liability Company formed on August 16, 2021. The firm is registered in California, Connecticut, Florida, Georgia, New York, Puerto Rico, Texas, and Wyoming, and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ana Cortes morales’s Registration & Firm History

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)

Not sure if Ana Teresa Cortes morales is right for you?

Licenses & Designations

BC

Issued 01/22/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2019

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ana Teresa Cortes morales.
Not sure if Ana Teresa Cortes morales is right for you?