Moseley Investment Management
(941) 745-2799
info@moseleyinvestment.com
Moseley Investment Management, Inc., an independent investment services firm, strives to be a recognized leader on Florida’s Suncoast. The firm was founded by Susan Moseley in 1990 and was established upon the premise of providing clients with independent financial wisdom in an environment free from conflicts-in interest. Moseley Investment Management provides individuals, families, and businesses with a multitude of services including estate planning, retirement accumulation, distribution planning, and overall wealth management.
We are committed to providing our clients with the highest levels of service, integrity, and confidentiality. As an independent firm, we commit ourselves to guiding our clients into individualized investment strategies. We recognize that each person who walks through our doors is an individual with specific investment needs and unique goals. Our pledge is to provide you, an individual, with individualized strategies.
Moseley Investment Management’s Professionals have various securities registrations including:
- •Series 7 Registered Representative
- •Series 66 Multi State Securities Registration
- •Series 65 Investment Advisor
- •Series 63 Uniform Securities Agent
- •Series 24 Securities Firm Principal
- •State Insurance License - Life, Health, Variable Annuity
- Moseley Investment Management is a registered investment advisor with the state of Florida.