CM
CM

Claudia Elizabeth Moreno

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

1001 Kamokila Blvd., Suite 136, Kapolei, HI, 96707

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Claudia works as a financial advisor and insurance agent at E.A. Buck Financial Services, focusing on insurance and securities sales, and as an IAR at Buck Wealth Strategies. Both activities take nearly full-time hours.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
January 2023 - Present · 3 yrs 1 mo
Buck Wealth Strategies, LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
One Team Financial Group LLC
April 2022 - November 2022 · 7 mos
One Team Financial Group LLC
July 2020 - March 2022 · 1 yr 8 mos
First Command Advisory Services
September 2017 - May 2020 · 2 yrs 8 mos
First Command Advisory Services
December 2015 - September 2017 · 1 yr 9 mos
First Command Financial Planning, INC.Broker
August 2015 - May 2020 · 4 yrs 9 mos
First Command Financial Planning, INC.
August 2015 - December 2015 · 4 mos
First Command Financial Planning, INC.Broker
February 2014 - October 2014 · 8 mos
State Registrations3 states
FLHITX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.