James O. Moff III is the Founder 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
Designations:
LUTCF
Memberships:
Member Advisor, NAIFA
Authorized Instructor, Successful Money Management Seminars
2005-06 Member of the Better Business Bureau