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Ana Imias Ansara

Raymond James & Associates, Inc.

Boca Raton, FL

CRD 4994538

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-04
  • FL RA
    APPROVED
    Since 2022-04-04

Branch Locations

1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch , Pierce, Fenner & Smith Incorporated Delray Beach FL 11/2010 01/2018
Ubs Financial Services Inc. Boca Raton FL 01/2018 03/2022
Raymond James & Associates, Inc. Boca Raton FL 03/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-11
S63 Uniform Securities Agent State Law Examination 2005-11-28
  • S66 Uniform Combined State Law Examination
    2013-01-11
  • S63 Uniform Securities Agent State Law Examination
    2005-11-28
Other Names
  • Ana Imias Ramirez
  • Ana Imias Ansara
  • Ana Imias Ansara
  • Ana Imias Ramirez
  • Anaimias Ansara

View on SEC IAPD

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