Jim Moos, CFP , CIMA , CRPS
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
Professional Details
- Certified Financial Planner
- Certified Investment Management Analyst, 1997
The Wharton School of Business
University of Pennsylvania - Chartered Retirement Plans Specialist Designation
- Senior Investment Management Consultant
- Series 7, 63, 65, 31 & 66 Licensed
- California Insurance License #0A14513
Jim Moos, CFP , CIMA , CRPS
is licensed in the following state(s):
AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS, MA, MD, MO, NC, NH, NJ, NM, NV, NY, OR, TN, TX, WA