Fiorella Moscoso
Financial Advisor
.
Biography
I began my career in wealth management at Ascent Private Capital Management of U.S. Bank focusing on ultra-high-net-worth clients. As Assistant Vice President and Project Manager, I played a key role in supporting the Family Office Services division, specializing in wealth planning, CFO services, and risk management. I also served on the committee tasked with expanding business succession planning and philanthropy services on a national level.
In August 2022, I transitioned to U.S. Bank Private Wealth Management as a Private Wealth Advisor, where I assisted high-net-worth...
My qualifications
- Bachelors of Finance, Metropolitan State University
- Securities Industry Essentials
- General Securities Representative
- Investment Adviser Representative
- CA Insurance Lic. #4463218
- Languages spoken: English, Spanish
My state licenses
- Colorado
- New York
- Washington
Office location
Greenwood Village Location
9250 East Costilla Avenue suite 450
Greenwood Village, CO 80112
Phone970-446-8988Greenwood Village, CO 80112
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations