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GM

Gisela Moreno

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CRD#: 6265946
GM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gisela Moreno, who also goes by Gisela Acuna Moreno, Gisela Narcisa Moreno, was a registered financial professional .

Gisela is a previously registered financial professional and started their career in finance in 2014. Gisela had worked at 6 firms and has passed the Series 99TO, Series 57TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gisela Acuna Moreno | Gisela Narcisa Moreno

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 24, 2021 - July 27, 2022

ALBERT SECURITIES, LLC

BD
CRD#: 305928
SANTA BARBARA, CA
Past

November 14, 2018 - April 22, 2020

KROLL SECURITIES LLC

BD
CRD#: 36927
NEW YORK, NY
Past

July 24, 2018 - September 4, 2018

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

February 27, 2017 - May 31, 2018

AQUA SECURITIES L.P.

BD
CRD#: 47681
NEW YORK, NY
Past

November 28, 2016 - May 31, 2018

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

March 5, 2014 - November 9, 2016

TWO SIGMA SECURITIES, LLC

BD
CRD#: 148960
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam

Current Firm


AS
ALBERT SECURITIES, LLC
ALBERT SECURITIES, LLC

CRD#: 305928 / SEC#: , 8-70459

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
126 E Haley St, Suite A2, Santa Barbara, CA 93101
Mailing Address
440 N Barranca Ave #3801, Covina, CA 91723
Phone number
(805) 465-2674
Established
Delaware since 10/04/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ALBERT CORPORATIONOWNER
FRIEDMAN, MICHAEL JCEO & CCO6381659
WALD, COURTNEY LPFO/FINOP7331409

Red Flags


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.

Company Information


ALBERT SECURITIES, LLC

CRD#: 305928

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