Allan Moskowitz (CRD# 2103510) is fee-only Investment Advisor Representative working at Affirmative Wealth Management in El Cerrito, CA and has over 25 years of experience in the finance industry. Allan Moskowitz has been a Certified Financial Planner (CFP®) since 1992. CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Fiduciary Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Website: www.investingwithheart.com
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transformative Wealth Management LLC | El Cerrito, CA | Apr 2016 - Current | 8 |
| Protected Investors Of America | San Francisco, CA | Aug 2008 - Apr 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1990 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- NM
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Total Assets Under Management46MILLIONS
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Total Number of Accounts275ACCOUNTS
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Average Account Value$165,462
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NM
Fee-Only Investment and Advisory Services through Protected Investors of America, an SEC Registered Investment Advisor
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