Daniel Mosseri
Financial Advisor at Carson Advisory Group
- Role
- Financial Advisor at Carson Advisory Group
- Location
- Athens, GA, US
- LinkedIn followers
- 500 followers
About Daniel Mosseri
I am an experienced Financial Advisor working with clients in Northeast Georgia to…
Experience
Financial Advisor
Oct 2020 — Present · Athens, GA, US
I provide comprehensive investment planning, helping clients make informed financial decisions and developing appropriate retirement plans. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Carson Advisory, Inc. Carson Advisory, Inc is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc, member FINRA / SIPC For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Education
The University of Georgia
Bachelor of Science (BS), Financial Planning and Services
2006 — 2010
Skills
- Financial Advisory
- Pensions
- E-Money
- Finance
- Leadership
- Asset Allocation
- Risk Management
- Investments
- Stock Analysis
- Microsoft Office
- Emoney
- Smartstation
- Financeware
- Salesforce.com
- 401(K) Planning
- Fixed-Income Strategies
- 401(K) Rollovers
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