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Charles Moore
Vice President Wealth Management at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Ubs</span>
Seasoned finance professional with 33 years of experience in wealth management and risk management.
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Location
San Diego County, California, United ...
Languages
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English -
Skills
- Finance
- Series 7
- Wealth Management
- Investments
- Mutual Funds
- Show all
Bio
Generated by
Topline AI
Charles Moore is a seasoned finance professional with 33 years of experience in wealth management, investments, and risk management. He holds various certifications, including Series 7 and Series 63, and has worked with UBS Financial Services Inc. and the USMC.
Credentials
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FA Registered States
AZ,CA,CO,FL,HI,MD,MI,MO,TX,VA
Experience
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Vice President Wealth Management
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Vice President Wealth Management
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Apr 1991 - Present
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International Trading Group
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Jan 1987 - Oct 1989
International Commodity MarketsForeign Exchange MarketsStock Index FuturesUS Treasury Bond Futures
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Captain
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1975 - 1983
Commanding Officer Marine Detachment USS Midway CV 41Commanding Officer Battery C 1/11 MarinesExecutive Officer Battery B 1/11 MarinesS-4 Logistics Officer 1/11 Marines
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Education
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1970 - 1974University of Nevada, Reno
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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