Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert D Moser is a financial advisor with over 25 years of experience in the industry. He is currently registered with The Huntington Investment Co. and has been associated with the firm since October 2021. Previously, Robert D Moser was registered with CETERA INVESTMENT SERVICES LLC. Robert D Moser has a strong track record of providing investment advice to individuals, businesses, and charitable organizations. He is also a registered principal and holds the Series 4, 7, 24, 52, and 66 securities licenses. Robert D Moser is committed to providing his clients with personalized financial advice and helping 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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/20/2024 - Present
THE Huntington Investment Co. (Grafton OH)
OH
07/15/2020 - 10/13/2021
CETERA INVESTMENT SERVICES LLC (RAVENNA OH)
OH
06/26/2018 - 07/16/2020
EQUITABLE ADVISORS, LLC (AKRON OH)
OH
02/23/2015 - 01/31/2017
EDWARD JONES (UNIONTOWN OH)
OH
02/06/1997 - 02/13/2015
SCOTTRADE, INC. (CANTON OH)
MI
03/29/1996 - 11/07/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 03/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2006
Series 4 - Registered Options Principal Examination
BC
Issued 08/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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