Unclaimed Profile

Ronald Joel Moskat

PERSONAL INVESTMENT MANAGEMENT INC·REDMOND, Washington

Series 6, Series 7, Series 63, Series 66Clean record15 years registeredPERSONAL INVESTMENT MANAGEMENT INC

22500 NE MARKETPLACE DRIVE, REDMOND, WA 98053CRD# 1680897Firm CRD# 107829

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ronald Joel Moskat · REDMOND, WA

Registration

CRD #1680897 · PERSONAL INVESTMENT MANAGEMENT INC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PERSONAL INVESTMENT MANAGEMENT INC

PERSONAL INVESTMENT MANAGEMENT INC

Nov 2010 – Dec 2021

REDMOND, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · November 30, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERSONAL INVESTMENT MANAGEMENT INC

CRD 107829 · SEC 801-16254

AUM

$534M

Regulatory assets under management

Employees

1,429 client accounts

Services offered by PERSONAL INVESTMENT MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PERSONAL INVESTMENT MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Ronald Joel Moskat offer?

Ronald Joel Moskat specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Ronald Joel Moskat's credentials?

Ronald Joel Moskat is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Joel Moskat located?

Ronald Joel Moskat is based in REDMOND, Washington, last registered with PERSONAL INVESTMENT MANAGEMENT INC.

How does Ronald Joel Moskat charge for services?

Ronald Joel Moskat's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERSONAL INVESTMENT MANAGEMENT INC?

PERSONAL INVESTMENT MANAGEMENT INC has approximately 5 employees and manages $534M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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