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Jim Peter Moutzalias is a financial advisor professional located in Farmington Hills, MI. They specialize in financial advisory. With over 43 years of experience, they bring deep expertise to every client.
Jim Peter Moutzalias - Merrill Lynch, Pierce, Fenner & Smith Incorporated holds an active professional license (FINRA CRD) for your protection.
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Jim Peter Moutzalias is a financial advisor based in Farmington Hills, Michigan, with 43 years of experience in the financial services industry. He operates through Merrill Lynch, Pierce, Fenner & Smith Incorporated, one of the largest investment firms in the United States. With more than four decades in the field, Moutzalias brings extensive experience to client relationships and financial planning discussions.
A FINRA CRD (Financial Industry Regulatory Authority Central Registration Depository) license number indicates that this advisor is registered with FINRA, the regulatory body overseeing investment professionals and brokerage firms. This registration means the advisor meets baseline qualifications and is subject to ongoing regulatory oversight and compliance requirements. The license number serves as a public record identifier, allowing clients to verify registration status and review disciplinary history through FINRA's BrokerCheck system.