Wilmer Cordoba (CRD# 6857480) is an Investment Advisor Representative working at Morgan Stanley in Beverly Hills, CA and has 1 year of experience in the finance industry.
As a Financial Planning Specialist, Wilmer Cordoba has created over $400 million dollars in comprehensive financial planning during his time at Morgan Stanley. As an associate, he plays a multidimensional role by creating and presenting Portfolio Stress Test Analysis, Investment Proposals and Investment Strategies to our clientele. He is passionate about macroeconomic analysis and uses only the latest cutting-edge financial technology available at Morgan Stanley Wealth Management.
Wilmer is a University of California, Davis, graduate where he studied mathematics and economics while specializing in Behavior & Strategy. He is passionate about giving back to his community and volunteers as a consultant for a nonprofit organization serving the homeless communities of Los Angeles.
CRD# 2962660
H. Beck, Inc.
CRD# 5781614
Bridge Advisory LLC
CRD# 2619073
Wedbush Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York, NY | Nov 2017 - Current | 3 |
| Morgan Stanley | Beverly Hills, CA | Oct 2017 - Current | 3 |
| Unemployed | Los Angeles, CA | Jul 2017 - Oct 2017 | < 1 |
| Uc Davis | Davis, CA | Jan 2016 - Jun 2017 | 1 |
| Castle Korean Bbq | Los Angeles, CA | Jun 2015 - Dec 2015 | < 1 |
| Uc Davis Energy Efficiency Center | Davis, CA | Mar 2015 - Jun 2015 | < 1 |
| Uc Davis | Davis, CA | Sep 2014 - Jun 2015 | < 1 |
| Castle Korean Bbq | Los Angeles, CA | Dec 2012 - Sep 2014 | 1 |
| Santa Monica College | Santa Monica, CA | Sep 2009 - Dec 2013 | 4 |
| Floe Financial Partners | Pasadena, CA | Jun 2009 - Oct 2009 | < 1 |
| Chicken Fuego | Los Angeles, CA | Aug 2007 - Jun 2009 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management904,301MILLIONS
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Total Number of Accounts1,863,328ACCOUNTS
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Average Account Value$485,315
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Other
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- Portfolio management for individuals and/or small businesses
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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