Paul MoxenCRD Number: 6196840
Current Firm: Msi Financial Services, Inc.
Paul Moxen (CRD# 6196840) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Moosic, PA and has over 4 years of experience in the finance industry.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Metlife Securities||Moosic, PA||Jul 2014 - Current||3|
|Park Avenue Securities LLC||Plains, PA||Jul 2013 - Jul 2014||1|
|Guardian Life Insurance Co||Plains, PA||Dec 2012 - Jul 2014||1|
|First Financial Group||Plains, PA||Sep 2012 - Nov 2012||< 1|
|Glen Oaks Country Club||Clarks Summit, PA||May 2012 - Sep 2012||< 1|
|Cam Wealth Advisors||Longwood, FL||Apr 2011 - May 2012||1|
|Ucf||Orlando, FL||Aug 2010 - May 2012||1|
|Leadership Team Development||Wilkes Barre, PA||Jan 2010 - Aug 2010||< 1|
|Oru||Tulsa, OK||Aug 2006 - Dec 2009||3|
|Oral Roberts University||Tulsa, OK||Aug 2003 - Dec 2009||6|
|Wector Marketing||Scranton, PA||Jun 2008 - Aug 2008||< 1|
|Abercrombie||Scranton, PA||Jun 2007 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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