Jesse Fernando Moreno

Employer firm

Cantor Fitzgerald Investment Advisors CRD 159296

$3.24B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → Present
  Lpl Financial Llc
  Brooklyn, NY
• 01/2016 → Present
  Mbsc Securities Corporation
  New York, NY
• 11/2021 → Present
  Cantor Fitzgerald & Co
  New York, NY

Previous Registrations

• 2008-04-07 → 2010-07-15
  Osaic Fa, Inc.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2008-04-04

Designations

• Certified Financial Planner