Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krystian? Claim Your ProfileKrystian Moreno is a financial advisor with Concurrent Investment Advisors, LLC, a firm that manages over $6 billion in assets. Krystian has been working in the financial industry since 2007, has a strong track record of success, and is committed to providing personalized financial advice to his clients. Prior to joining Concurrent Investment Advisors, LLC, Krystian was with Raymond James Financial Services, Inc., where he served as a financial advisor for over 5 years. Before that, he worked at Ameriprise Financial Services, Inc. Krystian has a broad range of experience and knowledge in financial planning, investment management, and retirement planning. Krystian holds the Series 6, 7, and 66 securities licenses and is registered with the Financial Industry Regulatory Authority (FINRA). He is also a Registered Investment Advisor (RIA) in the state of Florida. Krystian is committed to staying up-to-date on the latest financial trends and regulations. In addition to his work at Concurrent Investment Advisors, LLC, Krystian also owns and operates Venn Wealth Management. Krystian is dedicated to helping his clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/30/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
FL
09/22/2017 - 06/05/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Coral Gables FL)
FL
08/09/2012 - 09/28/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Miami FL)
FL
09/11/2009 - 07/30/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
FL
07/17/2007 - 12/21/2007
PRUCO SECURITIES, LLC. (CORAL GABLES FL)
BOTH
Issued 11/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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