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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarai? Claim Your ProfileSarai Ordonez is a financial advisor at Morgan Stanley. She is a registered representative and investment advisor representative with both FINRA and the state of New Mexico. Sarai is a seasoned professional with experience in financial planning, portfolio management, and asset allocation. She has a deep understanding of the investment landscape and is committed to helping her clients achieve their financial goals. Sarai's previous experience with Wells Fargo Clearing Services, LLC, provides her with a comprehensive understanding of the financial industry. She is a dedicated and experienced professional, ready to guide clients toward financial success.
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
NM
08/21/2024 - Present
Morgan Stanley (Albuquerque NM)
NM
02/28/2023 - 08/15/2024
WELLS FARGO CLEARING SERVICES, LLC (ALBUQUERQUE NM)
IA
Issued 05/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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