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Ana Yohanka Aroche

World Equity Group, Inc.

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About Ana Yohanka Aroche

Ana Aroche is a registered representative with World Equity Group, Inc., a firm based in Schaumburg, Illinois. Ana has been in the securities industry since March 3, 2023. Ana holds Series 7TO, SIE, and Series 63 licenses and is registered in Florida. Ana has previously worked for THE LEADERS GROUP, INC. in Littleton, Colorado. Ana specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.

Firm Information

Ana Aroche is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ana Aroche’s Registration & Firm History

MT

01/02/2024 - Present

World Equity Group, Inc. (Bozeman MT)

CO

03/03/2023 - 12/31/2023

THE LEADERS GROUP, INC. (LITTLETON CO)

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Licenses & Designations

BC

Issued 04/01/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ana Yohanka Aroche.
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