Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Orlando Moya is a financial advisor with Morgan Stanley. Louis has been in the financial services industry since 2002. Louis holds the Series 7 and Series 63 licenses. Louis is also a registered investment advisor (RIA) in Florida and Texas. Louis has previously worked with Credit Suisse Securities (USA) LLC and BNP Paribas Investment Services, LLC. Louis has a proven track record of success and a deep understanding of the financial markets. Louis is committed to providing personalized financial advice to help 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.
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
FL
04/11/2016 - Present
Morgan Stanley (Miami FL)
FL
03/18/2014 - 05/04/2016
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
FL
03/28/2002 - 03/20/2014
BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)
IA
Issued 03/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2002
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 Louis Moya is the right advisor for you? Invested Better is here to help.
