Advisors at this firm
Raymond M
Series 63, Series 65
Carlsbad, CA
10 Star Asset Management
Raymond Morgosh is a financial advisor at 10 Star Asset Management in Carlsbad, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with 10 Star Asset Management since 2008. 10 Star Asset Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and select pension accounts. The firm uses licensed S&P research and model portfolios combined with equity and income strategies, including covered call writing and options, primarily managing accounts through Fidelity Institutional Wealth Services.
Tamara M
Series 65
Carlsbad, CA
10 Star Asset Management
Tamara Morgosh is a financial advisor at 10 Star Asset Management with 14 years of industry experience. She holds a Series 65 designation and has worked at 10 Star Asset Management since 2011. Outside of her advisory role, she is employed as a full-time accounts payable clerk at Halo Motor Company. 10 Star Asset Management provides discretionary investment management primarily for individuals, high-net-worth clients, trusts, estates, and a limited number of pension and retirement accounts. The firm utilizes licensed S&P research and model portfolios, combining qualitative and quantitative analysis to manage equity and income strategies with common stocks, ETFs, and options.
