Ian Deliz Morales (CRD# 4697350) is an Investment Advisor Representative working at Corinthian Partners Asset Management LLC in Tampa, FL and has over 20 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corinthian Partners Asset Management, LLC | Tampa, FL | Jun 2019 - Current | 4 |
| International Assets Investment Management, LLC | Tampa, FL | Jan 2017 - May 2019 | 2 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Oct 2016 | 1 |
| Morgan Stanley | Tampa, FL | Jul 2014 - Oct 2016 | 2 |
| Popular Securities | San Juan, PR | Dec 2007 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management36MILLIONS
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Total Number of Accounts204ACCOUNTS
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Average Account Value$177,512
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MN, NY, PR
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