Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Benton Moore is a financial advisor with over 40 years of experience in the financial services industry. David Moore is currently registered with Cetera Investment Advisers LLC in Florida and has previously worked with SUMMIT BROKERAGE SERVICES, INC., CONTINENTAL BROKER-DEALER CORP., WACHOVIA SECURITIES FINANCIAL NETWORK, INC., JWGENESIS SECURITIES, INC., RAYMOND JAMES & ASSOCIATES, INC., and J. B. HANAUER & CO. David Moore has a wide range of experience in the industry, including experience with investment companies, insurance companies, charitable organizations, corporations, individuals, and state or municipal government entities. David Moore offers a variety of financial services, including financial planning, pension consulting, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
FL
05/24/2023 - Present
Cetera Investment Advisers LLC (PALM BEACH GARDENS FL)
FL
03/15/2004 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (PALM BEACH GARDENS FL)
NY
07/15/2002 - 02/02/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
MO
01/02/2001 - 07/05/2002
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
02/18/1998 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
FL
11/19/1991 - 10/06/1997
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
03/29/1990 - 10/07/1991
J. B. HANAUER & CO. (PARSIPPANY NJ)
NJ
11/04/1981 - 02/07/1990
J. B. HANAUER & CO. (PARSIPPANY NJ)
BOTH
Issued 11/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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