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 Moscaret is a financial advisor with over 35 years of experience in the industry. Jeffrey has been registered with Commonwealth Financial Network since 1999 and has a wide range of experience working with individuals, businesses, and charitable organizations. Jeffrey holds Series 6, 7, 22, 30, 31, and 63 licenses. In addition to his securities licenses, Jeffrey also holds a Certified Financial Planner designation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/16/1999 - Present
Commonwealth Financial Network (PASADENA CA)
MN
07/28/1986 - 02/22/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 07/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2006
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Moscaret is the right advisor for you? Invested Better is here to help.
