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Arthur Mouratidis

Portland, OR
·CRD# 8221939·2 years experience

Professional Summary

Arthur Mouratidis was a registered financial advisor. Arthur was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Arthur had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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

2 years in the financial services industry

Current & Past Employments

Current

Unknown FirmCurrent·
Portland, OR
October 19, 2026 - Present

Past

EQUITABLE ADVISORS, LLCPast·CRD# 6627
RIA
Portland, OR
March 24, 2026 - April 10, 2026
EQUITABLE ADVISORS, LLCPast·CRD# 6627
BD
Portland, OR
March 17, 2026 - April 10, 2026

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Current Firm

No current employment

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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.

1) Arthur Mouratidis (individual insurance producer), 2011 NW Lovejoy St, Apt 18, Portland, OR 97209. Insurance-- life, health, and variable lines. Licensed resident insurance producer (self-employed). Start date: 12/2025 through current, Health, Life & 3/2026 Variable Lines. Investment-related. Mr. Mouratidis holds active Oregon resident insurance producer licenses for life, health, and variable lines. He is not appointed with any carrier and has transacted no insurance business to date. He maintains the licenses so that insurance-related needs — life insurance, disability and health coverage, and annuities — can be addressed as part of a comprehensive view of a client’s financial circumstances, and may recommend insurance products and receive commissions in the future. This activity and the conflict of interest it presents are disclosed in Item 7 of A.M.Fintelligence, LLC’s Form ADV Part 1A, Item 10 of its Form ADV Part 2A, and Item 4 of its Form ADV Part 2B. Under OAR 836-071-0185, a person soliciting, placing, or procuring variable life insurance or variable annuity contracts in Oregon must be licensed as authorized by OAR 441-175-0120 or OAR 441-175-0130; the proposed investment adviser representative license for Mr. Mouratidis would be authorized by OAR 441-175-0120, and he will not solicit, place, or procure any variable insurance contract before that license is granted. 2) Lyft, Not investment related, Portland, OR, Ride Share Driver. December 2025 through current, approx. 100-hours mo., 70K annual comp.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Oregon
(10/19/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Feb 2026About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2026About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2024About the SIE exam

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CRS (Client Relationship Summary)

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

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