Stavros Moforis (CRD# 6044154) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oldsmar, FL and has over 11 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 |
---|---|---|---|
Osaic Wealth, Inc. | Oldsmar, FL | Sep 2023 - Current | < 1 |
Sagepoint Financial, Inc. | Cooper City, FL | Oct 2017 - Current | 6 |
Sentinel Financial | Plantation, FL | Apr 2013 - Current | 10 |
Regal Investment Advisors, LLC | Kentwood, MI | Sep 2017 - Oct 2017 | < 1 |
Regulus Advisors LLC | Kentwood, MI | Sep 2017 - Oct 2017 | < 1 |
Principal Life Ins Co | Plantation, FL | Apr 2013 - Sep 2017 | 4 |
Princor Financial Services Corp | Plantation, FL | Apr 2013 - Sep 2017 | 4 |
Lifecraft | Plantation, FL | Jun 2013 - Feb 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2012 |
S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- FL
- GA
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Total Assets Under Management29,536MILLIONS
-
Total Number of Accounts149,233ACCOUNTS
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Average Account Value$197,920
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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