Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felton? Claim Your ProfileFelton Thomas Mosley is an investment advisor representative with Mosley Wealth Management, Inc., registered with the state of California. Felton has been in the securities industry since 1995. Felton holds the Series 6 and Series 63 licenses. Felton has a long history in the industry and is registered in Arizona, California, Louisiana, and Texas. Felton has a strong background in financial planning, investment advice, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
05/12/2022 - Present
Mosley Wealth Management, Inc. (ANAHEIM CA)
IA
08/13/1998 - 02/28/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
06/14/1995 - 07/15/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
GA
06/14/1995 - 12/31/1995
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 03/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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