Talk to sales Try for Free
Philip J. Moses, Jr.

Philip j. moses, jr.

bookmark on deepenrich
location of Philip J. Moses, Jr.Lake City, Florida, Estados Unidos
Phone number of Philip J. Moses, Jr.View Mobile No.
Followers of Philip J. Moses, Jr.640 followers

  • 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