Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Christopher Moxen is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. Paul has been in the financial industry since September 9, 2014. Paul has been registered with Cambridge since August 1, 2019, and has previously worked with Park Avenue Securities LLC, MML Investors Services, LLC, MSI Financial Services, Inc. and Park Avenue Securities LLC. Paul holds the Series 66, Series 7 and SIE licenses. Paul's main office location is in Wilkes-Barre, Pennsylvania.
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
PA
08/01/2019 - Present
Cambridge Investment Research Advisors, Inc. (Wilkes-Barre PA)
PA
04/24/2018 - 09/10/2018
PARK AVENUE SECURITIES LLC (CLARKS SUMMIT PA)
PA
03/25/2017 - 03/15/2018
MML INVESTORS SERVICES, LLC (MOOSIC PA)
PA
07/17/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MOOSIC PA)
PA
09/10/2013 - 07/14/2014
PARK AVENUE SECURITIES LLC (PLAINS PA)
BOTH
Issued 12/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Moxen is the right advisor for you? Invested Better is here to help.
