Jahaida
Dari Moino

Principal Advised Services

CRD#5883284
Investment Advisor
in New York, NY

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About this Advisor

Jahaida Dari Moino is a financial advisor who works out of New York, New York, with 1 year of relevant experience. Dari Moino is an advisor for Principal Advised Services. During their career, Dari Moino has held roles at Principal Life Insurance Company, Principal Securities Inc and Principal Advised Services. Dari Moino has a Series 63 license, designating them as a securities representative, and can serve investors in New York. Principal Advised Services is a firm based in Des Moines, IA. The company has offices in 12 locations and a total of 115 advisors. It manages $353 million in assets under management among its 8,370 customer accounts, placing it among the bigger firms in the nation by assets under management. Principal Advised Services performs a few services, such as portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually depend on the type of services. Fees billed by Principal Advised Services typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1155 Ave Of The Americas Ste 1120
New York, NY 10036

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Principal Advised Services Brokerage Details

Total Assets Under Management

$352,564,235

NY Average: $9,259,360,772
Total Number of Employees

115

NY Average: 166
Total Number of Accounts

8,370

NY Average: 7,189
Average Account Size

$42,122

NY Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jahaida Dari Moino Work History

Jahaida has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Principal Advised Services

2013 - Present (11 years)

Principal Life Insurance Company

2013 - Present (11 years)

Principal Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jahaida Dari Moino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principal Advised Services

Gerald Elliot
Valley City, OH
Jahaida Dari Moino
New York, NY
Scott Mueller
Lake Oswego, OR
Craig Engel
Crown Point, IN
Jennifer Wolfe
Des Moines, IA
William Taylor
Milwaukee, WI
James Brisley
Minneapolis, MN
Angelica Mendiola
Addison, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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