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 I can help you to preserve and grow your wealth. You will 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
- 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
- Jesuit High School Dads Club
- First Tee of Tampa Bay
- 401(k) Rollovers
- Asset Management
- Estate Planning Strategies
- Financial Planning
- Insurance Services
- Access to 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
Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted in Investing and Market Insights, will provide guidance. 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 holds the following registrations:
BM/Supervisor; Securities Agent: AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, MD, MI, NC, NJ, NY, OK, PA, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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