As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- University of South Florida Athletic Board of Directors
- St. Joseph Hospital Board of Directors
- Outback Steakhouse Pro-Am Board of Directors
- SunDome Inc. Vice President
- Academy of Holy Names Dads Club
- Tampa Bay Sports Comission
- Temple Terrace Country Club
- Corpus Christi Catholic Church
- Sigma Alpha Epsilon
- 401k Rollovers
- Asset Management
- Estate Planning
- Financial Planning
- Insurance Services
- Lending Services
- Life Insurance
- Long Term Care Insurance
- Municipal Bonds
- Professional Portfolio Management
- Retirement Planning
- Structured Products
- University of South Florida-BA Accounting and Finance
- Loyola University- New Orleans
- Jesuit High School- Tampa
- Licenses: Series 6,7,9,10,31,63,65
- Present: Morgan Stanley*
Senior Vice President
Senior Portfolio Manager
- 2007: UBS Financial Services
Senior Vice President
- 2000: Smith Barney
- 1990: Merrill Lynch
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Whenever the market is up or down 150 points, the 150 Point Letter posted under Investing and Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or E-mail me for more information about our Portfolio Management Program.
Harold Astorquiza is licensed in the following state(s):
AR, AZ, CA, FL, GA, ID, IL, IN, KY, ME, MI, NC, NY, OH, OK, PA, SC, TX, VA, WA
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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