Our Qualifications

Timothy J. Moore, Sr. opened his doors May 24, 1976. With over four decades of financial planning experience, Tim has helped guide numerous clients on their financial journey. The true testament to his continued success is easily recognizable in the accumulation of clients that have been with him for years and, in a number of cases, decades.         

Licensing:
Series 6 – Investment Company and Variable Contracts Products Representative
Series 7 – General Securities Representative
Series 66 – Uniform Combined State Law
Life, Health, Variable Life and Variable Annuities

Professional Recognition:
Million Dollar Round Table (MDRT), Qualifying & Life Member (24 Years)
Life Underwriters Association of Frederick County, Member
Life Underwriters Training Council Fellow (LUTCF)
Life and Annuity Certified Professional (LACP)
National Association of Securities Dealers, Inc. (now FINRA), Arbitrator

Education:
Bachelor of Science (Business & Finance), Mount St. Mary's College
Bachelor of Science (Economics), Mount St. Mary's College

 

Kevin R. Moore is a new face on the well-established, reliable service people have come to expect from Timothy J. Moore, Sr. Insurance & Financial Services. Kevin began his career in finance in 2009 with the U.S. Department of Defense, specializing in government acquisitions before transitioning into financial planning.

Licensing:
Series 7 – General Securities Representative
Series 66 – Uniform Combined State Law
Life, Health, Variable Life and Variable Annuities

Professional Recognition:
Delta Mu Delta International Honor Society in Business, Member
Rotary Club of Carroll Creek, Member

Education:
Master of Business Administration, Mount St. Mary's University
Bachelor of Science (Summa Cum Laude), St. John's University

 

Timothy J. Moore, Sr. & Kevin R. Moore are Registered Representatives, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC and Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

Registered in CO, DE, DC, FL, IN, KS, ME, MD, MO, MS, NJ, NM, NC, OH, PA, SC, TN, TX, VA, WA and WV.