Jacquelin MoodyCRD Number: 733918
Current Firm: Cetera Advisors LLC
Jacquelin Moody (CRD# 733918) is an Investment Advisor Representative working at Cetera Advisors LLC in Novi, MI and has over 38 years of experience in the finance industry. Jacquelin Moody 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.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|M1 Captial Management||Livonia, MI||May 2021 - Current||1|
|Park Avenue Wealth Management, LLC||Livonia, MI||Nov 2017 - Current||4|
|Cetera Advisors||Denver, CO||Oct 2017 - Current||4|
|Lpl Financial||San Diego, CA||Nov 2000 - Oct 2017||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management24,026MILLIONS
Total Number of Accounts84,769ACCOUNTS
Average Account Value$283,424
- 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, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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