Philip J. Moses
Branch Manager, Financial Advisor
- Role
- CPA Personal Financial Specialist, Co Branch Manager, Financial Advisor at Raymond James
- Location
- Lake City, FL, US
- LinkedIn followers
- 500 followers
About Philip J. Moses
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Experience
CPA Personal Financial Specialist, Co Branch Manager, Financial Advisor
Jan 1999 — Present · Lake City, FL, US
Provides comprehensive wealth management including estate and investment planning. Develops customized financial goal plans for each of his clients. A member of Raymond James Chairman\'s Council for the past nine years. Chairman\'s Council Membership is based on prior fiscal year production, and re-qualification is required annually.Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc, member FINRA / SIPC
Education
Spring Hill College
Bachelor’s Degree, Accounting
1967 — 1971
Skills
- Management
- Asset Protection
- Life Insurance
- Banking
- Retirement Planning
- Business Planning
- Alternative Investments
- Series 7
- Risk Management
- Financial Planning
- Pfs
- Investment Advisory
- Estate Planning
- Finance
- Cpa
- Series 9
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