Felipe MoisCRD Number: 5942284
Current Firm: Cgis Advisors LLC
Felipe Mois (CRD# 5942284) is an Investment Advisor Representative working at Cgis Advisors LLC in Miami, FL and has over 4 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Cgis Securities LLC||Key Biscayne, FL||Jun 2011 - Current||6|
|Amm Invest SA||Santiago,||Jan 2006 - Jun 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management17MILLIONS
Total Number of Accounts12ACCOUNTS
Average Account Value$1,439,364
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients