ADVISOR BIO

Ana Torres is a licensed financial professional with J.P. Morgan Securities LLC. Ana holds a Series 63, Series 6TO, and SIE license. Ana is registered in California as a Broker-Dealer. Ana's practice focuses on financial planning, pension consulting, and portfolio management for both individuals and businesses. Ana has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Ana G. Mendoza is a financial advisor with J.P. Morgan Securities LLC, located in Fontana, CA. Ana has been in the industry since January 16, 2023 and is licensed to provide financial advice in California. Ana has passed the Series 63, Series 6TO, and SIE exams. Ana is also a Registered Representative with FINRA. Ana specializes in providing financial advice to individuals, corporations, and other businesses. Ana also provides financial planning and portfolio management services.

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ADVISOR BIO

Ana Razel Santarina is an active investment advisor representative. Ana has been in the industry for 20 years and has a Series 7, SIE and Series 66 license. Ana has been registered with Wells Fargo Clearing Services, LLC for the past few months. Before that, Ana worked at First Republic Securities Company, LLC and UBS Financial Services Inc. Ana has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Ana Rosa Jacquez rodarte is an Investment Advisor Representative associated with Citigroup Global Markets Inc. Ana is registered with FINRA and has passed the Series 7TO, Series 6TO, and Series 66 exams. Ana has over 10 years of experience in the financial industry and has previously worked for Wells Fargo Clearing Services, LLC and Citibank, N.A. Ana is licensed to provide advisory services in California.

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ADVISOR BIO

Ana Lucrecia Argueta is a registered representative with J.P. Morgan Securities LLC. Ana has been in the industry since 2015. Ana has a Series 6, Series 63, and SIE license. Ana is registered with the state of California. Ana's previous employer was UNIONBANC INVESTMENT SERVICES, LLC.

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ADVISOR BIO

Ana Diaz is a registered investment advisor representative with UBS Financial Services Inc. Ana has been in the industry since 2004. Ana has held past positions with UBS INTERNATIONAL INC., and DRESDNER LATEINAMERIKA FINANCIAL ADVISORS LLC. Ana is licensed to provide investment advice in the following states: Arizona, California, Connecticut, Florida, Hawaii, Illinois, Massachusetts, New Jersey, New York, Pennsylvania, Texas, and Virginia. Ana has the following licenses and certifications: Series 66, Series 7, Series 9, Series 10 and SIE. Ana currently works in the San Francisco office of UBS Financial Services Inc. Ana is a highly experienced financial advisor who has been helping individuals and families achieve their financial goals for over 20 years. Ana provides a variety of financial services, including financial planning, portfolio management, and investment advice. Ana is committed to providing her clients with personalized service and a comprehensive understanding of their financial needs.

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ADVISOR BIO

Ana Yniguez is a registered representative with Wells Fargo Clearing Services, LLC in Anaheim, California. Ana has been in the securities industry since February 27, 2018 and holds the Series 6, Series 63, and SIE licenses. Ana previously worked at J.P. Morgan Securities LLC in Cerritos, California.

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ADVISOR BIO

Anabel Rodriguez is a Registered Representative of Wells Fargo Clearing Services, LLC. Anabel is a financial advisor located in Fresno, CA. She is licensed to provide investment advice and services in 9 states and is also registered to conduct business in 2 states. Anabel has been in the financial services industry since March 2020. Previously, Anabel was employed at RAYMOND JAMES FINANCIAL SERVICES, INC. and CENTRAL VALLEY COMMUNITY BANK. Anabel holds Series 7TO, Series 66, and SIE licenses. Anabel provides financial planning and investment management services to individuals, families, and businesses.

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ADVISOR BIO

Anabelle Araceli Martinez is a financial advisor with Wells Fargo Clearing Services, LLC. Anabelle has been in the financial services industry since October 28, 2022. Anabelle holds the Series 63, Series 6TO, and SIE licenses. Anabelle is registered to provide investment advice in California. Previously, Anabelle was employed by J.P. MORGAN SECURITIES LLC. Anabelle specializes in providing investment advice to individuals, businesses, and institutions. Anabelle's areas of expertise include financial planning, portfolio management, and investment consulting.

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ADVISOR BIO

Anacelia Enciso cosio is a registered representative with J.p. Morgan Securities LLC, specializing in investment products. Anacelia has obtained the Series 6TO, Series 63 and SIE licenses. Anacelia has been in the industry since May 2023 and holds the active status in California.

SPECIALIZATIONS