LM
LM
Larry Moons
43 Years of Experience
Florham Park, NJ
2 DisclosuresBrokerSells Insurance
Larry Moons is a registered investment advisor, based in Florham Park, NJ, with 43 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold.
Location
30B Vreeland Road, Suite 210, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History (2)
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Regulatory
September 2003Final
Regulatory
March 2001Final
Other Business ActivitiesSells Insurance
Larry is the owner of ProInvestment Solutions, offering both securities and insurance products. This requires a full-time commitment, with minimal time spent during trading hours.
Employment History
Current Registrations
The Jeffrey Matthews Financial Group, L.L.C.Broker
October 2022 - Present · 4 yrs
Jeffrey Matthews Wealth Management, LLC
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Concourse Financial Group Advisors
January 2007 - August 2022 · 15 yrs 7 mos
Concourse Financial Group Securities, INC.Broker
December 2006 - August 2022 · 15 yrs 8 mos
Amsouth Investment Management Company LLC
September 2005 - November 2006 · 1 yr 2 mos
Amsouth Investment Services, INC.Broker
August 2005 - October 2006 · 1 yr 2 mos
UBS Financial Services INC.
September 2000 - September 2005 · 5 yrs
UBS Financial Services INC.Broker
August 2000 - September 2005 · 5 yrs 1 mo
J.C. Bradford & CO.Broker
February 1999 - August 2000 · 1 yr 6 mos
J.C. Bradford & CO.Broker
January 1999 - February 1999 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
December 1993 - February 1999 · 5 yrs 2 mos
Dean Witter Reynolds INC.Broker
March 1986 - October 1986 · 7 mos
A. G. Edwards & Sons, INC.Broker
January 1984 - December 1993 · 9 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
November 1983 - March 1986 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1983 - May 1985 · 2 yrs 4 mos
State Registrations3 states
ALFLMS
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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