Unclaimed
Nila Marie Moore is a financial professional with over 20 years of experience in the industry. Nila Marie Moore has a wide range of experience, including working with clients at GWN SECURITIES INC., VALIC FINANCIAL ADVISORS, INC., and THE VARIABLE ANNUITY MARKETING COMPANY. Nila Marie Moore is currently registered with Planmember Securities Corp. as a Registered Representative. Nila Marie Moore holds a number of professional designations, including Series 6, Series 7, Series 24, Series 26, Series 51, and Series 63 licenses. Nila Marie Moore has a strong track record of success in providing financial advice and investment services.
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.
Provides investment supervisory services
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.
1
2
CA
08/01/2014 - Present
Planmember Securities Corp. (CARPINTERIA CA)
NM
03/19/2010 - 08/04/2014
GWN SECURITIES INC. (ALBUQUERQUE NM)
NM
02/18/1999 - 03/25/2010
VALIC FINANCIAL ADVISORS, INC. (ALBUQUERQUE NM)
TX
12/24/1998 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 02/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/10/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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