Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip John Moses has been in the financial services industry since September 3, 1997. Philip is a Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. Philip is licensed to offer securities and investment advisory services in multiple states, including Florida, Texas, and Alabama. Philip has worked in the financial services industry for over 25 years, and provides a wide range of services to individuals, families, and businesses. Philip is also a partner in a local accounting firm and has significant experience in financial planning, estate planning, and tax preparation. Philip is committed to providing his clients with personalized financial advice and strategies to help them 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (LAKE CITY FL)
BOTH
Issued 05/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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