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 3 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.