Michael MoreraCRD Number: 1851504
Current Firm: Virtue Capital Management, LLC
Michael Morera (CRD# 1851504) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Long Beach, CA and has over 27 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Virtue Capital Management, LLC||Long Beach, CA||Aug 2015 - Current||2|
|Beach Cities Tax Service||Long Beach, CA||Jan 2011 - Current||7|
|Regal Securities||Middlebury, VT||Jul 2007 - Apr 2015||7|
|Regal Advisory Services||Middlebury, VT||Jul 2007 - Apr 2015||7|
|Brookstreet Securities||Irvine, CA||Oct 2006 - Jun 2007||< 1|
|Crown Capital Securities, LP||Orange, CA||May 2004 - Oct 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1990|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management97MILLIONS
Total Number of Accounts1,690ACCOUNTS
Average Account Value$57,513
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MD, ME, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA
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