Unclaimed
Ehmir Hannibal Mora is a financial professional with over 25 years of experience in the industry. Ehmir is currently registered with Ni Advisors in Milpitas, CA. Previously, Ehmir has worked with Transamerica Financial Advisors, Inc. , Woodbury Financial Services, Inc., Liberty Group, LLC, Sunamerica Securities, Inc., WMA Securities, Inc., and Intersecurities, Inc. Ehmir holds FINRA Series 6, 63, and 26 licenses. Ehmir specializes in portfolio management for individuals and selection of other advisors. Ehmir's firm manages approximately $3,560,000 in client assets.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Share fees with third party asset managers
1
2
CA
12/12/2018 - Present
NI Advisors (MILPITAS CA)
CA
11/15/2012 - 12/21/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MILPITAS CA)
CA
03/23/2004 - 11/15/2011
WOODBURY FINANCIAL SERVICES, INC. (MILPITAS CA)
CA
01/08/2002 - 11/04/2003
LIBERTY GROUP, LLC (OAKLAND CA)
AZ
12/07/2000 - 01/14/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
06/06/1994 - 01/11/2001
WMA SECURITIES, INC. (DULUTH GA)
FL
11/17/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
04/15/1993 - 11/29/1993
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
FL
04/05/1993 - 04/19/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 02/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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