Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Moore is a financial advisor with Grove Point Investments, LLC. Jeffrey has been in the industry since 2001, and has held previous roles at firms such as Securities America, Inc., Investcorp, Inc., and SII Investments, Inc.. Jeffrey is registered with the state of Connecticut, Florida, Massachusetts, New York, and Rhode Island. Jeffrey has passed the Uniform Securities Agent State Law Examination (Series 63), Investment Company Products/Variable Contracts Principal Examination (Series 26), Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6).
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.
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.
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2
MA
06/02/2022 - Present
Grove Point Investments, LLC (New Bedford MA)
MA
07/17/2020 - 06/07/2022
SECURITIES AMERICA, INC. (NEW BEDFORD MA)
MA
12/08/2017 - 07/17/2020
INVESTACORP, INC. (NEW BEDFORD MA)
MA
06/24/2016 - 12/08/2017
SII INVESTMENTS, INC. (NEW BEDFORD MA)
MA
10/30/2012 - 07/11/2016
INVESTORS CAPITAL CORP. (NEW BEDFORD MA)
MA
06/01/2012 - 11/05/2012
LINCOLN INVESTMENT (WESTPORT MA)
MA
06/27/2005 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WESTPORT MA)
MA
06/02/2004 - 06/03/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/02/2004 - 06/03/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
09/05/2003 - 11/18/2003
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
06/03/2003 - 11/18/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
05/11/2001 - 04/10/2003
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
11/28/2001 - 04/04/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
06/16/1997 - 06/01/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/16/1997 - 06/01/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 09/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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