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Sam Moshe is a financial advisor professional located in Aventura, FL. They specialize in financial advisory. With over 32 years of experience, they bring deep expertise to every client.
Sam Moshe - Morgan Stanley holds an active professional license (FINRA CRD) for your protection.
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Sam Moshe is a financial advisor based in Aventura, Florida, with 32 years of experience in the financial services industry. He operates under the Morgan Stanley brand, one of the largest investment banking and financial services firms globally. With over three decades in the field, Moshe brings substantial experience to client relationships and financial planning discussions.
Sam Moshe holds a FINRA CRD registration (License #2282469), which means he is registered with the Financial Industry Regulatory Authority. This registration indicates he has met regulatory requirements to work in securities and investment advisory roles and operates under FINRA's oversight and compliance standards. FINRA registration typically requires passing qualifying exams and demonstrates the advisor's eligibility to handle client investments and provide financial guidance within regulated parameters.