Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Morales feliciano is a financial advisor with over 20 years of experience in the financial services industry. Ricardo is currently registered with Insigneo Securities, LLC and Insigneo International Financial Services LLC. Ricardo has a wide range of experience in the industry, having worked for several major firms including Popular Securities, LLC, Citi International Financial Services LLC, Bear, Stearns & Co. Inc., and J.P. Morgan Securities Inc. Ricardo holds several licenses and certifications, including Series 3, 7, 24, 52TO, 53, 55, 63, and 66. Ricardo is licensed in 42 states and Puerto Rico.
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.
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.
1
2
FL
08/29/2022 - Present
Insigneo Securities, LLC (MIAMI FL)
PR
09/16/2008 - 09/25/2015
POPULAR SECURITIES, LLC (SAN JUAN PR)
PR
08/09/2006 - 09/30/2008
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
NY
04/19/2004 - 01/31/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
05/01/2001 - 03/24/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/21/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/12/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/20/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ricardo Morales feliciano is the right advisor for you? Invested Better is here to help.
