Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stavros? Claim Your ProfileStavros Moforis is a financial advisor with over 10 years of experience in the industry. Currently, Stavros is registered with Osaic Wealth, Inc. as an Investment Advisor Representative in Florida and Georgia. Stavros previously worked with Sagepoint Financial, Inc., Regulus Advisors, LLC, Principal Securities, Inc. and MetLife Securities Inc. Stavros holds a Series 6, 7, 63 and 65 licenses and the SIE exam. Stavros has a broad range of experience in providing financial advice to a diverse clientele, including individuals, corporations, and retirement plans. Stavros is also the owner of Sentinel Casualty Insurance, an insurance agency that offers a variety of personal and commercial insurance products.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (OLDSMAR FL)
FL
10/17/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (OLDSMAR FL)
MI
10/05/2017 - 10/25/2017
REGULUS ADVISORS, LLC (KENTWOOD MI)
FL
04/01/2013 - 10/10/2017
PRINCIPAL SECURITIES, INC. (Plantation FL)
FL
04/13/2012 - 04/04/2013
METLIFE SECURITIES INC. (PLANTATION FL)
IA
Issued 07/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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