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Ana Maria Martinetti-Katz
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Profil
Ms. Ana M.
Martinetti-Katz, CPA MBA, is Financial Advisor at Investor Solutions, Inc. She joined the firm in 2005.
Ms. Martinetti-Katz graduated from the University of Miami where she obtained a bachelor’s degree in business administration with a major in accounting.
She also holds an MBA with a certificate in Personal Financial Planning.
She is a Certified Public Accountant in the state of Florida and a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.
Ms. Martinetti-Katz is also a Certified Financial Planning practitioner and is also an Accredited Investment Fiduciary.
This designation is awarded to professionals who serve as Fiduciaries to individuals or corporations in the area of investment management and who have demonstrated a high level of integrity.
She also holds the series 65 license with the NASD.
Anciens postes connus de Ana Maria Martinetti-Katz
Sociétés | Poste | Fin |
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Managed Account Services, Inc.
![]() Managed Account Services, Inc. Investment ManagersFinance Managed Account Services, Inc. (dba Investor Solutions) is an independent registered investment advisor headquartered in Miami, Florida. The firm was founded by Frank Armstrong in 1993. Investor Solutions offers a variety of advisory services to individuals, family limited partnerships, pension and profit-sharing plans, charitable organizations and foreign government agencies. | Corporate Officer/Principal | - |
Formation de Ana Maria Martinetti-Katz
University of Miami | Undergraduate Degree |
Expériences
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Sociétés liées
Entreprise privées | 1 |
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Managed Account Services, Inc.
![]() Managed Account Services, Inc. Investment ManagersFinance Managed Account Services, Inc. (dba Investor Solutions) is an independent registered investment advisor headquartered in Miami, Florida. The firm was founded by Frank Armstrong in 1993. Investor Solutions offers a variety of advisory services to individuals, family limited partnerships, pension and profit-sharing plans, charitable organizations and foreign government agencies. | Finance |