Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Clayton Moore is an Investment Advisor Representative for Kestra Advisory Services, LLC. Susan has been in the financial services industry since 1983. Susan is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Susan has a broad range of experience and knowledge in investment advisory services, financial planning, and portfolio management. Susan is committed to providing her clients with personalized and comprehensive financial advice.
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.
1
2
AL
08/07/2019 - Present
Kestra Advisory Services, LLC (Alexander City AL)
AL
11/14/2006 - 08/16/2019
LPL FINANCIAL LLC (ALEXANDER CITY AL)
AL
01/04/1999 - 11/15/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALEXANDER CITY AL)
FL
04/30/1991 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
06/22/1983 - 04/29/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1983
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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