Albert Moreno, Financial Advisor
Alberto (Bert) Moreno is a veteran of 33 years in the financial services industry, with extensive experience in both the domestic and international markets. Born in Caracas, Venezuela, and having grown up in the New York/New Jersey area, Bert is fluent in both Spanish and English. He graduated from American University in Washington DC with a BSBA degree in Finance. He then moved to Chicago to pursue a career on the trading floor of the Chicago Mercantile Exchange, specializing in the design and execution of futures and options hedging strategies as well as fixed income securities portfolios for both institutional and individual clients.
Bert holds Series 3, 7, 63, and 65 licenses. In addition to coverage of the traditional markets, Bert also has extensive experience advising clients on portfolio diversification, including managed futures investments strategies, for portfolio risk management.
Alberto Moreno, Financial Advisor Phone: +1 847.804.9462 Fax: +1 858.560.0704
With a full array of products and services including stocks, options, bonds, mutual funds and managed accounts, LittleBlueBird is well positioned to help investors find the right mix of products and specific investments to help meet their financial needs.
Separately managed securities accounts from a number of Registered Investment Advisors
Fixed income products including investment grade corporate bonds
Cash management services
Mutual funds from over 80 fund families as well as 529 College Savings Plans
Alternative investments including hedge funds, private equity investments, real estate investment trusts and more for suitable clients
Trading platforms for self-directed traders
LittleBlueBird is headquartered in San Marcos, CA, with offices in California and Texas.
Check the background of this investment professional on FINRA’s BrokerCheck.