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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorena? Claim Your ProfileLorena Michelle Moudi is a Registered Investment Advisor currently associated with Mission Creek Capital Partners, Inc.. Lorena Michelle Moudi has been in the industry since 1996. Lorena Michelle Moudi has worked for a number of firms including Morgan Stanley, Ameritas Investment Corp., Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and CIBC World Markets. Lorena Michelle Moudi has passed the Series 6, Series 7, Series 63 and Series 65 exams. Lorena Michelle Moudi has a specializations in Private Funds, Hedge Funds, Mutual Funds, UITs, Real Estate, Structured Products and Private Placements.
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.
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.
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.
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CA
03/09/2020 - Present
Mission Creek Capital Partners, Inc. (SAN FRANCISCO CA)
CA
09/13/2013 - 02/04/2020
MORGAN STANLEY (ORINDA CA)
CA
06/24/2011 - 12/08/2011
AMERITAS INVESTMENT CORP. (SAN RAMON CA)
TX
08/11/2003 - 06/22/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
07/30/1999 - 08/01/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/30/1998 - 07/28/1999
CIBC WORLD MARKETS (NEW YORK NY)
PA
04/23/1996 - 08/04/1998
FPS BROKER SERVICES, INC. (KING OF PRUSSIA PA)
IA
Issued 11/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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