Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tirso? Claim Your ProfileTirso Morales is a financial advisor with over 15 years of experience in the financial services industry. Tirso has worked for various firms including Santander Securities LLC, StanChart Securities International, Inc. and Ameriprise Financial Services, Inc., and is currently registered with Morgan Stanley. Tirso is licensed to provide investment advice in several states, including Florida, California, Delaware, New York and Illinois. Tirso specializes in providing financial planning, portfolio management and asset allocation advice to a wide range of clients, including individuals, families, businesses and institutions.
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
04/27/2021 - Present
Morgan Stanley (Plantation FL)
FL
03/28/2012 - 10/27/2015
SANTANDER SECURITIES LLC (MIAMI FL)
FL
02/29/2008 - 02/03/2012
STANCHART SECURITIES INTERNATIONAL, INC. (MIAMI FL)
MN
01/15/2004 - 09/30/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 03/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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