Broker Check
Kate Moseley

Kate Moseley

Para- Planner Advisor

“I am a natural as an interviewer. I worked three jobs through college, including a State’s Attorney’s office and a local newspaper writing
articles. Asking questions and learning about what makes people tick is a skill I honed during my 20 years of Human Resources experience, including recruitment and benefits management. I am able to navigate with you through the onslaught of retirement planning inquiries you will have as you look for a plan to meet your lifestyle needs. By asking the right questions, I can get a clearer picture of what your needs and desires are and incorporate them into your plan”.

Kate Moseley graduated from the University of Illinois with a bachelor’s degree in liberal arts and sciences and took the Series 6 investment Company and Variable Contracts Products Representative Qualification Examination, Series 65 Uniform Investment Adviser Law Examination and the Life, Accident & Sickness certification. She also completed the Financial Paraplanner Qualified Professional TM
course through the College for Financial Planning and completed passed the required exam.