Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Jacob Moss is a financial advisor with over 4 years of experience in the industry. Alex currently works for Signaturefd, LLC, and holds active investment advisor representative registrations in both Georgia and North Carolina. Alex has also worked for UBS Financial Services Inc. and PNC INVESTMENTS, where Alex held various financial advisor positions. Alex's licenses include Series 7 and Series 66 and Alex is also a Certified Financial Planner. Alex has a proven track record of success in providing financial planning and investment management services to individuals, families, and businesses. Alex specializes in working with high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
01/13/2021 - Present
Signaturefd, LLC (ATLANTA GA)
NC
08/11/2015 - 04/19/2018
PNC INVESTMENTS (CHARLOTTE NC)
NC
10/09/2014 - 08/12/2015
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
05/16/2014 - 09/10/2014
SIGNATOR INVESTORS, INC. (CHARLOTTE NC)
BOTH
Issued 06/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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