Ana
Parra
Ucap Americas
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About this Advisor
Ana Parra is a financial advisor based in Miami, Florida, working with Ucap Americas. Ana has previously held positions at Efg Capital International, Insigneo Securities LLC, Insigneo Advisory Services LLC, Ucap Securities LLC, and Ucap Asset Management LLC. Ana has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Ana is part of Ucap Americas, which operates out of Miami, Florida. The firm has 12 employees and manages assets totaling $165.4 million. The firm serves high-net-worth clients and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Ucap Americas includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ucap Americas Brokerage Details
$165,443,081
12
222
$745,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ana Parra Work History
Ucap Securities LLC
Ucap Asset Management LLC
Insigneo Securities LLC
Insigneo Advisory Services LLC
Efg Capital International
Disclosures
Please visit the SEC profile of Ana Parra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ucap Americas
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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