About
Steven J. Moore, CLU® serves as a Vice President for Highland Capital Brokerage.
Steve joined Highland in February 2008. He is responsible for assisting financial advisors in meeting the wealth management needs of their trusted clients, and he focuses on insurance based strategies.
With 30+ years of experience, Steve has extensive knowledge of the companies, products and sales techniques available within the life insurance industry. Prior to joining Highland, Steve was a Regional Estate Planning Consultant with Morgan Stanley. His planning expertise Includes estate and charitable strategies.
Steve graduated from The University of Washington and is a Chartered Life Underwriter®. He holds the following FINRA licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination).
Steve resides in Phoenix, Arizona, with his wife and three children and enjoys golf during his free time.
Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.