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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

DALLAS, TX

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Ana 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.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Popular Securities, LLC

location

SAN JUAN, PR

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ana Sekulits-santiago is a financial advisor with Popular Securities, LLC, who has over 20 years of experience in the industry. Ana holds Series 6 and SIE licenses and is registered to provide investment advice in Puerto Rico. Previously, Ana worked at PFS INVESTMENTS INC., where she served as an investment advisor for over a year. Ana specializes in financial planning, pension consulting, educational seminars, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

TCW Investment Management Co. LLC

location

LOS ANGELES, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Ana Cristina Gutierrez is an investment advisor representative with TCW Investment Management Co. LLC. Ana has been in the industry since September 18, 2008. Ana is registered with the state of California as a broker-dealer (BC) and investment advisor (IA). Ana is also registered in Illinois, New York, and Ohio. Ana has a Series 66, Series 7, and SIE license.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO MANAGEMENT FOR WRAP FEE PROGRAMS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

ERIE, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Ana Delia Swedberg is an investment advisor representative with RBC Capital Markets, LLC, registered in Pennsylvania and Texas. Ana has been in the industry since March 8, 2004. Ana is a licensed investment advisor representative and has held positions at UBS Financial Services Inc. and PNC Investments.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Insigneo Advisory Services, LLC

location

MIAMI, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Anabel Zamora is a registered representative with Insigneo Advisory Services, LLC in Miami, Florida. Anabel has over 20 years of experience in the financial services industry. Anabel is also a registered investment advisor with Insigneo Advisory Services, LLC. Anabel holds the Series 6, 7, 63, and 66 licenses as well as the SIE exam. Anabel has a wide range of experience in the financial services industry, and is dedicated to providing her clients with personalized advice and service. Anabel specializes in providing financial planning and investment management services to individuals, families, and businesses. Anabel has a strong commitment to her clients and their financial well-being.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSOLIDATION OF FINANCIAL REPORTS AND CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

New York, NY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ana claire Piacentini is a registered representative with Blackrock Investment Management, LLC. Ana claire has been in the industry for 2+ years. Ana claire specializes in investment company, pooled investment vehicle, business, and individual portfolio management. Ana claire holds the Series 7TO, SIE, and Series 66 licenses. Ana claire is registered in both New Jersey and New York.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Itau International Securities Inc.

location

MIAMI, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ana Claudia Jardim Silva is a registered representative with Itau International Securities Inc. in Miami, Florida. Ana Claudia is licensed to offer securities and investment advisory services. Ana Claudia has been in the securities industry since February 17, 2012. Ana Claudia is licensed in California, Connecticut, Florida, New York, and Texas. Ana Claudia has obtained the following licenses: Series 66, Series 7, and SIE. Ana Claudia specializes in providing financial services to both high-net-worth individuals and businesses. Ana Claudia offers a range of investment management services, including portfolio management for individuals and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

TUCSON, AZ

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Analicia Grant is a financial advisor registered with RBC Capital Markets, LLC based in TUCSON, AZ. Analicia is also registered with FINRA, the state of Arizona and Texas. Analicia has been in the financial services industry since 2014. Analicia earned their Series 66, Series 7TO and SIE licenses. Analicia previously worked at Edward Jones and Bank of America. Analicia works with a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and more. Analicia specializes in financial planning, portfolio management, and pension consulting. Analicia is committed to providing her clients with personalized financial advice and services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

THE Colony Group, LLC

location

ST LOUIS, MO

0 Disclosures

ADVISOR BIO

Analiese Holmes is a registered Investment Advisor Representative (IAR) with The Colony Group, LLC. Analiese has been in the industry since 2022 and is licensed to provide investment advisory services in Texas. Analiese's areas of expertise include financial planning, pension consulting, and portfolio management. Analiese holds a Series 65 license and has previously worked at Buckingham Strategic Wealth, LLC in Clayton, Missouri.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

Charleston, SC

experience

2 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Analisa Wolff is an investment advisor representative with Robert W. Baird & Co. Inc. Analisa has been in the industry for 5 years and has held licenses in South Carolina. Analisa has experience working for Morgan Stanley and Vanguard Marketing Corporation before joining Robert W. Baird & Co. Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
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Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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