Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Feliciana? Claim Your ProfileFeliciana Rivera Cruz is a registered representative with Morgan Stanley. Feliciana has been in the financial services industry since 2013. Feliciana is registered to provide investment advisory services in Texas. Before joining Morgan Stanley, Feliciana was employed by WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS, LLC. Feliciana has a Series 6, 7, 63 and 65 licenses and a SIE exam. Feliciana specializes in portfolio management for individuals, businesses, and investment companies.
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
08/07/2017 - Present
Morgan Stanley (Dallas TX)
TX
01/22/2015 - 04/10/2017
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
05/10/2014 - 11/07/2014
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
09/26/2013 - 01/27/2014
NATIONAL PLANNING CORPORATION (DALLAS TX)
TX
09/18/2012 - 09/20/2013
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
12/17/2008 - 05/20/2009
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
IA
Issued 10/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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