Unclaimed
Aira C Mendoza alcantara is a registered representative and investment advisor representative with Morgan Stanley. Aira has been in the industry for 2 years, with experience at Equitable Advisors, LLC prior to joining Morgan Stanley. Aira holds Series 66, 7TO and SIE licenses. Aira's specialties include providing asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/05/2022 - Present
Morgan Stanley (New York NY)
NY
04/15/2019 - 04/28/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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