Rochelle Moore (CRD# 6901561) is an Investment Advisor Representative working at Sound Financial Solutions, Inc. in Clinton, IL and has 1 year of experience in the finance industry. Rochelle Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 5638945
Ameriprise Financial Services, LLC
CRD# 6241596
Ipi Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sound Financial Solutions Inc. | Clinton, IL | Jan 2018 - Current | 6 |
| Sound Financial Solutions, Inc. | Clinton, IL | Oct 2017 - Current | 6 |
| Save Moore Tax & Accounting Services, Inc. | Clinton, IL | Feb 2002 - Current | 22 |
- IL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Other
IL
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