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AC

Alana Terese M. Calairo

WINANS INVESTMENTS
LAS VEGAS, NV 89145
Some features on this profile are disabled
CRD#: 8020766
AC

Professional summary

Alana Terese Mendiola Calairo, who also goes by Alana Terese Calairo, is a registered financial advisor currently at WINANS INVESTMENTS located in Las Vegas, Nevada.

Alana Terese is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Alana Terese has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alana Terese Calairo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alana Terese Mendiola Calairo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 2, 2025 - Present

WINANS INVESTMENTS

Office #1: 410 S. Rampart Blvd. Suite 390, Las Vegas, NV 89145
RIA
CRD#: 107125
LAS VEGAS, NV

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WINANS INVESTMENTS
WINANS INTERNATIONAL | WINANS INVESTMENTS

CRD#: 107125 / SEC#: 801-43327

RIA
Registered Investment Advisory firm - (2/17/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nevada
(1/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/20/2024
Uniform Investment Adviser Law Examination

Current Firm

WI
WINANS INVESTMENTS
WINANS INTERNATIONAL | WINANS INVESTMENTS

CRD#: 107125 / SEC#: 801-43327

RIA
Registered Investment Advisory firm - (2/17/1993 Approved)
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Contact information

Main Address
410 S. Rampart Blvd. Suite 390, Las Vegas, NV 89145
Mailing Address
Phone number
(800) 494-6267
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WINANS INTERNATIONAL ADV BROCHURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts500
AUM (Assets Under Management)$ 330,100,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WINANS INVESTMENTS

CRD#: 107125Las Vegas, NV 89145

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