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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ Sean Moore is a financial advisor with Cetera Investment Advisers LLC. J Sean is a registered investment advisor representative and a registered representative in Georgia and Texas. J Sean has been in the financial services industry since December 2002 and is licensed to sell securities in 7 states. J Sean specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. J Sean has previously worked for MetLife Securities Inc. and Metropolitan Life Insurance Company. J Sean has a Series 6, Series 63, and Series 65 license. J Sean is also a co-owner of Tea Dolce, a tea wholesale and retail company.
KENNESAW, GA
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.
1
2
GA
02/23/2023 - Present
Cetera Investment Advisers LLC (KENNESAW GA)
GA
12/06/2002 - 07/31/2009
METLIFE SECURITIES INC. (ATLANTA GA)
VA
12/06/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (VIRGINIA BEACH VA)
IA
Issued 12/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/6/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/5/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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