Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moses? Claim Your ProfileMoses Medina is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Moses is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since June 2017. Moses has a Series 6, Series 63, and Series 65 licenses. Moses is currently registered in 33 states. Prior to joining Cambridge, Moses was an Investment Advisor Representative at Ameritas Investment Corp., where he worked from June 2017 to October 2017. Moses is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
AZ
06/09/2022 - Present
Cambridge Investment Research Advisors, Inc. (Surprise AZ)
NE
06/21/2017 - 10/11/2017
AMERITAS INVESTMENT CORP. (LINCOLN NE)
GA
06/02/2017 - 06/21/2017
CCF INVESTMENTS, INC. (GREENSBORO GA)
IA
Issued 06/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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