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Claudia Elizabeth Moreno

Buck Wealth Strategies, LLC

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About Claudia Elizabeth Moreno

Claudia Moreno is a financial advisor at Buck Wealth Strategies, LLC. Claudia has been working in the financial industry since 2014. Claudia is registered with FINRA and the state of Hawaii. Claudia also holds the Series 66, Series 7 and SIE licenses. Claudia is a financial advisor who helps individuals and families with their financial planning needs. Claudia provides financial advice on topics such as retirement planning, college savings, and investment management. Claudia is committed to providing her clients with personalized financial advice that helps them achieve their financial goals.

Firm Information

Claudia Moreno is currently registered with Buck Wealth Strategies, LLC. Buck Wealth Strategies, LLC is a Denver, CO-based financial advisor registered with the SEC. The firm manages approximately $299,865,422 in regulatory assets under management for 1,979 accounts. Buck Wealth Strategies offers financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves individuals other than high-net-worth, pension and profit-sharing plans, and high-net-worth individuals.
Buck Wealth Strategies, LLC

4600 S. SYRACUSE STREET

DENVER, CO 80237

$299.87M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Claudia Moreno’s Registration & Firm History

HI

11/29/2022 - Present

Buck Wealth Strategies, LLC (KAPOLEI HI)

HI

08/26/2015 - 05/07/2020

FIRST COMMAND FINANCIAL PLANNING, INC. (AIEA HI)

HI

02/19/2014 - 10/16/2014

FIRST COMMAND FINANCIAL PLANNING, INC. (AIEA HI)

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Licenses & Designations

BOTH

Issued 05/26/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Claudia Elizabeth Moreno.
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