Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mcfaddin? Claim Your ProfileMcfaddin Moise is a financial advisor with over 40 years of experience in the financial services industry. Mcfaddin has worked for several firms including Calton & Associates, Inc., Principal Securities, Inc., and Securian Financial Services, Inc. Mcfaddin is currently a registered representative of LPL Financial LLC and is an investment advisor representative with Gateway Wealth Partners, LLC. Mcfaddin holds multiple licenses and certifications, including the Series 7, Series 6, Series 22, Series 24, Series 63, and Series 66. Mcfaddin is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®).
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
12/25/2023 - Present
Gateway Wealth Partners, LLC (Cape Coral FL)
FL
01/17/2017 - 12/26/2023
CALTON & ASSOCIATES, INC. (Cape Coral FL)
FL
12/13/2013 - 12/09/2016
PRINCIPAL SECURITIES, INC. (Cape Coral FL)
FL
02/04/2011 - 12/16/2013
SECURIAN FINANCIAL SERVICES, INC. (FORT MYERS FL)
FL
07/07/2009 - 12/31/2010
WORLD CHOICE SECURITIES, INC. (FORT MYERS FL)
FL
05/30/2008 - 07/13/2009
FIRST ALLIED SECURITIES, INC. (FT MYERS FL)
FL
05/11/2006 - 05/30/2008
FFP SECURITIES, INC. (FT MYERS FL)
MN
01/09/2002 - 05/16/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
03/09/1983 - 05/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (NAPLES FL)
NA
03/09/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BOTH
Issued 11/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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