Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aldo? Claim Your ProfileAldo Javier Polak is a financial advisor currently registered with Bayshore Partners, LLC. Aldo has been in the industry since May 2007 and is licensed in 37 states. Previously, Aldo was a registered representative with Mizuho Securities USA LLC, Liontree Advisors LLC, Morgan Stanley & Co. LLC and Lazard Frères & Co. LLC. Aldo holds Series 7, Series 63, and SIE licenses.
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.
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.
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2
FL
07/25/2024 - Present
Bayshore Partners, LLC (FORT LAUDERDALE FL)
NY
01/07/2022 - 02/23/2024
MIZUHO SECURITIES USA LLC (NEW YORK NY)
NY
08/06/2013 - 05/09/2019
LIONTREE ADVISORS LLC (NEW YORK NY)
NY
07/06/2010 - 05/30/2013
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
05/23/2007 - 03/03/2010
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
10/22/2003 - 05/31/2007
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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