Michelle Moses (CRD# 4836249) is an Investment Advisor Representative working at Me Financial, Pllc in Phoenix, AZ and has over 19 years of experience in the finance industry. Michelle Moses has taken additional exams to become a Certified Financial Planner (CFP®). 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 Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Me Financial | Phoenix, AZ | Jul 2019 - Current | 4 |
| Me Financial, Pllc | Kansas City, MO | Oct 2016 - Jun 2019 | 2 |
| Me Financial, Pllc | Phoenix, AZ | Dec 2005 - Sep 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- AZ
- MO
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$307,273
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, MO
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