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Philip J. Moses, Jr.

Philip J. Moses, Jr.

CPA/Personal Financial Specialist, Co Branch Manager, Financial Advisor

Followers of Philip J. Moses, Jr.640 followers
location of Philip J. Moses, Jr.Lake City, Florida, Estados Unidos

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  • Timeline

  • About me

    Branch Manager, Financial Advisor

  • Education

    • Spring Hill College

      1967 - 1971
      Bachelor’s Degree Accounting

  • Experience

    • Raymond James

      Jan 1999 - now
      CPA/Personal Financial Specialist, Co Branch Manager, Financial Advisor

      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 Show less

  • Licenses & Certifications

    • Certified Public Accountant

      State of Florida
      Mar 1975