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Philippe Jacques richard Mouls

NED Davis Research, Inc.

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About Philippe Jacques richard Mouls

Philippe Mouls is an investment advisor representative with Ned Davis Research, Inc. based in Nokomis, Florida. Philippe is registered with the state of Florida and has been in the industry since 2019. Philippe previously worked at Morgan Stanley in Beavercreek, Ohio. Philippe has passed the Series 66, Series 7, and SIE exams. Philippe holds a designation as a Chartered Financial Analyst.

Firm Information

Philippe Mouls is currently registered with NED Davis Research, Inc.. NED Davis Research, Inc. is an investment adviser based in Sarasota, FL. The firm provides a variety of advisory services, including security ratings, customized research, model portfolio services, pension consulting, educational seminars, and market timing services. NED Davis Research serves a wide range of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, and more. The firm manages a total of $248,514 in client assets, primarily through a proprietary account.
NED Davis Research, Inc.

3665 BEE RIDGE ROAD

SARASOTA, FL 34233

$248,514

Assets Under Management

1,309

Total Clients

14

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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issues charts, graphs, etc & customized research, model portfolio services

Issues charts, graphs, etc & customized research, model portfolio services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Ndr receives bps on other ia's aum using ndr models

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Philippe Mouls’s Registration & Firm History

FL

06/22/2023 - Present

NED Davis Research, Inc. (Nokomis FL)

OH

03/25/2019 - 04/13/2022

MORGAN STANLEY (Beavercreek OH)

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Licenses & Designations

BOTH

Issued 08/02/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philippe Jacques richard Mouls.
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