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Joyce Kristina Moore

Portfolio Resources Advisor Group, Inc.

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About Joyce Kristina Moore

Joyce Moore is a financial advisor with Portfolio Resources Advisor Group, Inc. in Miami, Florida. Joyce has been in the industry since 1992. Joyce is registered with the state of Pennsylvania. She is a Chartered Financial Consultant. Joyce is also a supervisor for Upper Milford Township in Lehigh County, Pennsylvania.

Firm Information

Joyce Moore is currently registered with Portfolio Resources Advisor Group, Inc.. Portfolio Resources Advisor Group, Inc. is an investment advisor registered with the SEC and based in Miami, Florida. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and high-net-worth individuals. They also offer selection of other advisers. The firm manages $115,963,278 in assets for 362 clients.
Portfolio Resources Advisor Group, Inc.

800 BRICKELL AVENUE, SUITE 903

MIAMI, FL 33131

$115.96M

Assets Under Management

9

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joyce Moore’s Registration & Firm History

FL

01/03/2008 - Present

Portfolio Resources Advisor Group, Inc. (CORAL GABLES FL)

PA

01/10/2001 - 12/31/2007

FINANCIAL WEST GROUP (ZIONSVILLE PA)

CT

12/16/1993 - 12/31/2000

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

MA

04/20/1992 - 12/15/1993

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

04/20/1992 - 12/15/1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 02/24/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2001

Series 7 - General Securities Representative Examination

BC

Issued 04/16/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joyce Kristina Moore.
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