Biography

James O. Moff III

James O. Moff III is President of Moff & Associates.  He has been working with clients and investments since 1983.  James meets with clients to help serve their investment needs by analyzing their financial condition and recommending areas for change or consideration.  James holds licenses in Pennsylvania, Ohio, New York, Virginia, North Carolina, and Colorado.

Licenses and Registrations:
 Series 6
 Series 7
 Series 24
 Series 63
 Series 65
 Life Health and Accident
 Investment Advisor Affiliate

Designations:
 LUTCF

 

Memberships:
 Member Advisor,NAIFA
 Authorized Instructor, Successful Money Manangement Seminars

    2005-06 Member of the Better Business Bureau

 

 

  

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck