Unclaimed
Antonio Oliveira Moura is an investment advisor representative with Boreal Capital Management LLC. Antonio has been in the industry since 2002, and is registered with the state of Florida. Antonio has passed the Series 66, Series 7, Series 62, Series 42 and SIE exams. Antonio was previously affiliated with EFG CAPITAL INTERNATIONAL and E.S. FINANCIAL SERVICES, INC.. Antonio specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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.
1
2
FL
06/10/2021 - Present
Boreal Capital Management LLC (MIAMI FL)
FL
08/23/2005 - 08/10/2020
EFG CAPITAL INTERNATIONAL (MIAMI FL)
FL
02/26/2002 - 01/19/2005
E.S. FINANCIAL SERVICES, INC. (MIAMI FL)
BOTH
Issued 04/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 42 - Registered Options Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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