Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waldir? Claim Your ProfileWaldir Najar Mahana is a financial advisor with over 20 years of experience in the industry. Waldir has worked for several prominent financial institutions, including J.P. Morgan Securities, UBS Financial Services, and Credit Suisse First Boston. Currently, Waldir is affiliated with Morgan Stanley. Waldir's expertise lies in providing financial planning, portfolio management, and asset allocation advice to a diverse client base, including individuals, corporations, and charitable organizations. He is committed to developing personalized strategies tailored to each client's unique financial goals and risk tolerance.
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
09/21/2020 - Present
Morgan Stanley (New York NY)
NY
07/27/2012 - 09/24/2020
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/01/2008 - 08/08/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/03/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/17/2003 - 10/19/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
10/08/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 05/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2001
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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