Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick James Moss is an investment advisor representative associated with Slavic Mutual Funds Management Corp. and Slavic Wealth Management, Inc. Patrick Moss has been in the industry for at least one year. Patrick is registered in Florida and Michigan. Patrick specializes in Retirement Planning, College Savings Plans and Mutual Funds and ETFs. Patrick's previous experience includes a role at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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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FL
02/12/2024 - Present
Slavic Mutual Funds Management Corp. (BOCA RATON FL)
IL
03/12/2022 - 06/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 04/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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