Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Moyseos is a registered representative with Morgan Stanley, and has been in the industry since 2008. Chris holds several licenses and registrations, including Series 66, Series 31 and Series 7. Chris is also a registered investment advisor in the state of Texas. Chris has experience working with Western Equity Group, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Chris has been registered in multiple states including Texas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Maine, Maryland, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Virginia and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
TX
12/01/2011 - Present
Morgan Stanley (Austin TX)
TX
04/17/2009 - 12/14/2011
WESTERN EQUITY GROUP, INC. (AUSTIN TX)
TX
10/30/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
BOTH
Issued 11/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 10/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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