Daniel Moore (CRD# 2956686) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 16 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities Inc. | Flourtown, PA | Sep 2021 - Current | 2 |
Citizens Securities, Inc. | Fort Washington, PA | Aug 2021 - Current | 2 |
Citizens Bank, N.a | Forth Washington, PA | Aug 2021 - Sep 2021 | < 1 |
Citizens Securities Inc. | Fort Washington, PA | Dec 2017 - Aug 2021 | 3 |
Citizens Bank | Fort Washington, PA | Dec 2017 - Aug 2021 | 3 |
Citizens Securities Inc. | Dedham, MA | Feb 2017 - Dec 2017 | < 1 |
Pnc Bank | Chestnut Hill, PA | Jul 2012 - Feb 2017 | 4 |
Pnc Investments LLC | Pittsburgh, PA | Jul 2012 - Feb 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2008 |
S65 | NASAA Investment Advisors Law Examination | May 2013 |
- FL
- NJ
- PA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV, WY
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