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Kevin R. Moore, CFP®, MBA

Kevin R. Moore, CFP®, MBA

Consultant

location of Kevin R. Moore, CFP®, MBAMoore Financial

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  • Timeline

  • About me

    Owner | Independent Financial Advisor at Moore Financial

  • Education

    • Mount St. Mary's University

      2012 - 2013
      Master of Business Administration (MBA) Business

      Activities and Societies: Delta Mu Delta International Honor Society in Business, 2013

    • New York University

      2021 -
      Certificate in Financial Planning Financial Planning and Services

    • St. John's University

      2005 - 2008
      Bachelor of Science (BS) Film & Television / Business Summa Cum Laude

      Activities and Societies: Silver Key Academic Honors, 2008; College of Professional Studies Honor Society, 2008; Phi Eta Sigma College Honor Society, 2006-2008; St. John’s University Dean’s List, 2005-2008

  • Experience

    • UCS

      Sept 2009 - Apr 2012
      Consultant

    • U.S. Army Medical Research Aquisition Activity

      Apr 2012 - Jan 2020
      Grants Officer

    • Moore Financial

      Jan 2018 - now
      Independent Financial Advisor

    • Cambridge Investment Research, Inc.

      Jan 2019 - now
      Investment Advisory Representative

  • Licenses & Certifications

    • Series 66: Uniform Combined State Law

      FINRA
      Nov 2018

    • Notary Public

      State of Maryland
      Nov 2019

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Dec 2021
      View certificate certificate

    • Series 7: General Securities Representative

      FINRA
      Jul 2018

    • Life, Health, Variable Life & Variable Annuities

      Maryland Insurance Administration
      Jan 2018

  • Volunteer Experience

    • Sergeant At Arms, Board of Directors; Committee Member

      Issued by Rotary Club of Carroll Creek on Apr 2019
      Rotary Club of Carroll CreekAssociated with Kevin R. Moore, CFP®, MBA

    • Treasurer, Board of Directors

      Issued by The Federated Charities Corporation of Frederick on Dec 2021
      The Federated Charities Corporation of FrederickAssociated with Kevin R. Moore, CFP®, MBA

    • Member, Board of Directors

      Issued by Frederick County Chamber of Commerce on Oct 2022
      Frederick County Chamber of CommerceAssociated with Kevin R. Moore, CFP®, MBA

    • Member, Development Committee

      Issued by Habitat for Humanity of Frederick County on Apr 2021
      Habitat for Humanity of Frederick CountyAssociated with Kevin R. Moore, CFP®, MBA

    • Parishioner, Eucharistic Minister

      Issued by Saint Katharine Drexel Catholic Church on Jan 2002
      Saint Katharine Drexel Catholic ChurchAssociated with Kevin R. Moore, CFP®, MBA