PROFESSIONAL SPECIALTIES
Comprehensive Financial Planning
Retirement and College Planning
Securities Brokerage Services
Mutual Funds
Fixed and Variable Annuities
Life, Disability Income, and Long Term Care Insurance
Estate Planning and Trust Services (offered through The MassMutual Trust Company, FSB)
Business Succession Planning and Executive Compensation
Employer Sponsored Retirement Plans and Group Benefits
QUALIFICATIONS
Investment Adviser Representative of MML Investors Services, Inc .
FINRA Series 24 (General Securities Principal) Registration
FINRA Series 7 (General Securities Representative) Registration
FINRA Series 53 (Municipal Securities) Registration
FINRA Series 4 (Options) Registration
Securities Registrations in PA, FL, CA, IL, WV, NJ, VA, NC
Licensed Life Insurance Agent in PA, FL, NC, CA Insurance License # OF87107
12 Years in Financial Services
M.B.A., Widener University
PERSONAL
Married - Connie
Retired US Army Officer
Harrisburg Rotary Club
Elizabethtown Chamber of Commerce
Activities include Scuba Diving, Travel, and Strategy Games
Fluent in Spanish
Richard P. Moultrie is a Registered Representative of and offers securities products, investment advisory and financial planning services through MML Investors Services, LLC member SIPC (www.spic.org). Supervisory Office: 100 Corporate Center Dr., Suite 201, Camp Hill, PA 17011 (717) 763-7365.
CRN201203-132471