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Ali M
Series 63, Series 65
Houston, TX
Steward Partners Investment Advisory, LLC
Ali Mandalinci is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at firms including Raymond James Financial Services and UBS Financial Services. Mandalinci also serves as an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets, serving a broad client base from individuals to institutions with a variety of advisory and portfolio management solutions.
Ishan B
Series 63, Series 65
Houston, TX
Steward Partners Investment Advisory, LLC
Ishan Brew is a financial advisor with Steward Partners Investment Advisory, LLC in Houston, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at The Vanguard Group for seven years and has entrepreneurial experience as the owner of Beautifully Rooted LLC, a hair and skin care products business. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both in-house and third-party portfolio management solutions.
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