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MZ

Moran Zur

VIEWTRADE SECURITIES
BOCA RATON, FL
·CRD# 6262295·13 years experience

Professional Summary

Moran Zur is a registered financial advisor currently at VIEWTRADE SECURITIES, INC. located in Boca Raton, Florida. Moran is registered as a RR (Registered Representative) and started their career in finance in 2013. Moran has worked at 1 firm.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

13 years in the financial services industry

Current & Past Employments

Current

VIEWTRADE SECURITIES, INC.Current·CRD# 46987
BD
7280 W. Palmetto Park Rd. Suite 310, Boca Raton, FL 33433
October 17, 2013 - Present

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Current Firm

VS
VIEWTRADE SECURITIES, INC.

VIEWTRADE SECURITIES LLC | VIEWTRADE SECURITIES, INC.

CRD#: 46987 / SEC#: 8-51605
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

7280 W. Palmetto Park Rd. Suite 310, Boca Raton, FL 33433

Mailing Address

7280 W. Palmetto Park Rd. Suite 310, Boca Raton, FL 33433

Phone Number

(561) 620-0306

Established

Delaware since 03/17/2000

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VIEWTRADE HOLDING CORPORATIONSHAREHOLDER—
DEIHL, MEGAN KOCZAKCHIEF FINANCIAL OFFICER2895988
FORD, MARK ALANCHIEF COMPLIANCE OFFICER1913958
PINHEIRO, DESIREE LEECHIEF OPERATIONS OFFICER4444808
ROSEN, STEVEN ALLENSROP1428637
STCLAIR, JAMES JOSEPH JRPRESIDENT1550599

Disclosures

Regulatory Event

18

Arbitration

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Moran Zur's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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