Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mina? Claim Your ProfileMina Ingrid Schor is an investment advisor representative with over 25 years of experience in the financial industry. Mina is currently registered with Morgan Stanley and has been with the firm since 2009. Previously, Mina worked at Citigroup Global Markets Inc. and UBS Financial Services Inc. Mina holds Series 7, Series 63, and Series 66 licenses. Mina is registered in 31 states.
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
02/20/2020 - Present
Morgan Stanley (New York NY)
NY
10/08/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/02/2000 - 10/14/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
05/21/1998 - 04/19/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
FL
11/06/1995 - 02/11/1998
JW CHARLES CLEARING CORP. (BOCA RATON FL)
NY
03/29/1995 - 06/07/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
BOTH
Issued 04/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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