Unclaimed
Floribelle Furuc has been in the financial services industry since August 29, 2000, with extensive experience at several prominent firms. Floribelle is currently registered with Morgan Stanley and has a wide range of licenses and certifications, including Series 7, Series 10, and Series 66. Floribelle has a strong track record of providing financial advice to a diverse clientele, including individuals, businesses, institutions, and high-net-worth individuals. Floribelle is committed to providing comprehensive financial planning services, including asset allocation, investment management, and retirement planning.
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
WA
04/26/2017 - Present
Morgan Stanley (Seattle WA)
WA
06/16/2010 - 04/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FEDERAL WAY WA)
WA
01/06/2004 - 06/04/2010
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
NY
08/02/2000 - 12/19/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 10/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Floribelle Furuc is the right advisor for you? Invested Better is here to help.