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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kantrell? Claim Your ProfileKantrell Moore is an investment advisor representative with One Capital Management, LLC. Kantrell has been working in the financial services industry since 2014. Kantrell has passed the Series 6, Series 63, Series 26 and Series 65 exams. Kantrell's experience includes roles with Rabel Family Dentistry, Primerica Financial Services and PFS Investments Inc. before joining One Capital Management, LLC in 2021.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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.
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2
LA
12/08/2022 - Present
ONE Capital Management, LLC (Baton Rouge LA)
LA
02/04/2020 - 03/17/2021
PFS INVESTMENTS INC. (BATON ROUGE LA)
LA
07/27/2017 - 12/31/2019
PFS INVESTMENTS INC. (BATON ROUGE LA)
IA
Issued 09/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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