Dave Moore

Dave Moore

Financial Representative

Phone: (314) 800-1155
Fax: (314) 800-1166
E-mail:

Philosophy
Partner with my clients to guide them towards financial freedom by providing a sophisticated planning approach based on a commitment of sound financial advice, attention to detail, a service-oriented focus and creative ideas. My goal is to protect and preserve my clients’ lifestyles, assets and loved ones. While the solutions for each of my clients may be different, the goal is always the same…to advise and guide my clients toward financial security.

Products and Services
Managed Money Accounts
401(k) Plans
Lump Sum Distributions
IRA Rollovers
Roth IRAs
Mutual Funds
Fixed and Variable Annuities
Qualified Retirement Plans
Life Insurance
Long Term Care Insurance*
Executive Bonus Plans
Education Funding – 529 Plans
Disability Income Protection

Professional Qualifications
FINRA Securities Series 7, 63 & 66 licenses
Registered Investment Advisor of Park Avenue Securities
Licensed in MO, IL, CA

Memberships
Board of Directors FILAM Society
Toastmasters International current member and past president – Clayton, Missouri
Past Alumni Board of Directors – Washburn University
Member St. Paul’s Lutheran – Des Peres

Personal
Resident of Manchester, Missouri
Happily married for over 4 decades
Decorated USAF Officer Veteran
Washburn University BBA
Thunderbird Global Management MBA
Speak Spanish & Portuguese
N Gauge Model RR
Photography
Golf
Gardening


 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667.  Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor, 7 Hanover Square, New York, NY 10004. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Westward Financial Strategies is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.

*Neither Guardian not its subsidiaries issue Long Term Care Insurance.

GEAR 2012-2836