Craig Moser

Director of Wealth Management and Planning @Maestro Wealth Advisors

Winston-Salem, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2021 — Present

Director of Wealth Management and Planning @Maestro Wealth Advisors

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EDUCATION

N/A

Wake Forest University

Psychology

N/A

The University of Texas at San Antonio

Pre-Medicine/Pre-Medical Studies

N/A

College for Financial Planning

Chartered Retirement Planning Counselor, Certified Financial Planner

N/A

Winston-Salem State University

Bachelor of Science (B.S.), Financial Planning and Services

SKILLS

Wealth ManagementSeries 7CrpcFinancial ServicesAsset ManagmentFinancial AdvisoryDerivativesWealthStrategic Financial PlanningAsset AllocationRetirementPortfolio ManagementMutual FundsRetirement PlanningUniform Combined State LawSeries 66Fixed IncomeEquitiesInvestmentsHedge FundsAlternative InvestmentsCfp

ABOUT CRAIG MOSER

My mission is to serve as a trusted partner and integral member of your team, aligning…

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