Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Baltazar? Claim Your ProfileBaltazar Moreno fuentes is an Investment Advisor Representative with Moreno Capital. Baltazar has been in the industry since 2019 and has experience in portfolio management, financial planning, and pension consulting. Baltazar is registered in California and Florida. Baltazar holds a Series 65 license. Moreno Capital is a firm based in Century City, California and Aventura, Florida. Moreno Capital provides financial planning, pension consulting, and portfolio management services for individuals and businesses. The firm has $16,200,000 in regulatory assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
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
01/01/2025 - Present
Moreno Capital (AVENTURA FL)
IA
Issued 08/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Baltazar Moreno fuentes is the right advisor for you? Invested Better is here to help.
