Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Euclides? Claim Your ProfileEuclides Moreno is an investment advisor representative with Bolton Securities Corp. He is also the Managing Partner of Moreno Wealth Management Group, LLC and the Managing Director of PWA Family Office, LLC. Euclides has been in the securities industry since 2000. His areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. He is licensed to sell fixed insurance products and provides referrals to insurance agents at carriers for the sale of fixed insurance products. Euclides is registered in 8 states: California, Colorado, Florida, Indiana, New York, Texas, and Washington. He is also registered as an Investment Advisor Representative in Florida. Euclides's firm, Bolton Securities Corp., is a full-service investment firm that provides a wide range of financial products and services to individual and institutional clients.
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.
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.
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.
1
2
MA
07/27/2017 - Present
Bolton Securities Corp. (BOLTON MA)
FL
05/31/2000 - 05/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 10/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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