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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kathryn Moseley is a financial advisor with Avantax Advisory Services and has been in the industry since February 1, 2018. Jennifer has a Series 6, Series 63 and Series 65 license and holds a SIE exam certificate. Jennifer is registered with the state of Georgia as an investment advisor representative and is also registered in Texas as an investment advisor representative. Jennifer is also a licensed insurance agent. Jennifer has a total of 10 state registrations including California, Florida, Georgia, Kentucky, Maryland, Missouri, North Carolina, Ohio, South Carolina, and Texas. Jennifer holds a total of 2 product and state exams. Jennifer has been working with Avantax Investment Services, Inc. since October 2017. Jennifer's firm, Avantax Advisory Services, offers a wide range of financial services to individuals, families, and businesses. Jennifer and the firm primarily focus on providing financial planning, portfolio management, and retirement planning services. The firm specializes in providing financial planning services to high-net-worth individuals, corporations, and pension and profit-sharing plans. Jennifer has been working with TimeWise Financial LLC since April 2020. Jennifer also works as a fixed index annuity sales advisor for Avantax Investment Services, Inc.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/01/2024 - Present
Avantax Advisory Services (DALLAS TX)
IA
Issued 03/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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