Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Moore is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 30 years of experience in the industry. John David Moore holds the Series 7, Series 63 and Series 65 securities licenses and is registered in 21 states. John David Moore is also registered as an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. In addition to Raymond James Financial Services Advisors, Inc., John David Moore has worked at Advantage Capital Corporation and Tulsa Wealth Advisors, Inc. John David Moore specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (TULSA OK)
GA
01/14/1992 - 09/09/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 11/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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