Jeanne Moir, financial advisor Shrewsbury NJ
89 score

Jeanne Moir

CRD Number: 3148626
Current Firm: Park Avenue Securities LLC

Jeanne Moir (CRD# 3148626) is an Investment Advisor Representative working at Park Avenue Securities LLC in Shrewsbury, NJ and has over 3 years of experience in the finance industry.

Similar Advisors
Frank Polashock, financial advisor Shrewsbury NJ
Frank Polashock
CRD# 4961369
Fxp Advisory Services
Score
106
Similar Advisors
Ryan Morse, financial advisor Shrewsbury NJ
Ryan D. Morse
CRD# 4565886
Jersey Shore Portfolio Management, LLC
Score
103
Similar Advisors
Thomas Yorke, financial advisor Shrewsbury NJ
Thomas H. Yorke
CRD# 1499991
Oceanic Capital Management LLC
Score
103
Company Name Location Dates Years
Park Avenue Securities Shrewsbury, NJ Jul 2012 - Current 4
Guardian Life Insurance Company Shrewsbury, NJ Jul 2004 - Current 12
International Planning Red Bank, NJ Nov 1999 - Nov 2006 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Jeanne A. Moir
Phone Number: 1-888-600-4667
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jeanne Moir and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.