Our Qualifications

Timothy J. Moore, Sr. opened his doors on 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 the new face of the well-established, reliable service people have come to expect from Timothy J. Moore, Sr. Insurance & Financial Services. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional with a passion for helping families and small businesses achieve their financial dreams.  

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

Professional Recognition:
Rotary Club of Carroll Creek, Board of Directors
The Federated Charities Corporation of Frederick, Board of Directors
Delta Mu Delta International Honor Society in Business, Member

Education:
Certificate in Financial Planning, New York University
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, OR, PA, SC, TN, TX, VA, WA and WV.