Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna V Infante is a financial advisor with Stifel, Nicolaus & Company, Inc., licensed to operate in 50 states and Puerto Rico. Ana has over 20 years of experience in the financial industry and specializes in providing a wide range of financial services, including portfolio management, financial planning, and pension consulting. Ana has worked at several firms, including Barclays Capital Inc., Credit Suisse Securities (USA) LLC, and Citigroup Global Markets Inc. Ana is committed to providing her clients with personalized financial guidance and solutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
TX
08/03/2012 - 12/04/2015
BARCLAYS CAPITAL INC. (DALLAS TX)
TX
08/25/2003 - 08/30/2012
CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)
NY
07/18/1997 - 08/21/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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