Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moses? Claim Your ProfileMoses Park is a financial advisor registered with The Mather Group, LLC in Illinois. Moses has been in the industry since 2016 and is licensed in Illinois, Michigan, Minnesota, and Washington. Moses has a Series 65 license and is a Certified Financial Planner. The Mather Group, LLC provides financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans. The firm manages over $10 billion in assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of total net worth
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IL
02/25/2022 - Present
THE Mather Group, LLC (CHICAGO IL)
IA
Issued 09/30/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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