Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stevin? Claim Your ProfileStevin Moses is an investment advisor representative at Founders Financial Securities LLC, with over 20 years of experience in the industry. Stevin has been with Founders Financial Securities LLC since 2016. Stevin is registered to conduct business in multiple states, including Arizona, Connecticut, Florida, North Carolina, and Texas. Stevin has specialized in working with high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CT
08/09/2024 - Present
Founders Financial Securities LLC (East Hampton CT)
CT
07/31/2009 - 04/05/2016
LPL FINANCIAL LLC (GLASTONBURY CT)
CT
09/20/2004 - 07/20/2009
PEOPLE'S SECURITIES, INC. (VERNON CT)
MA
03/28/2003 - 09/15/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
02/04/1998 - 03/27/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/04/1998 - 03/27/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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