Errold Moody

Erroldmoody25 Mar, 2021News

SUMMARY OF QUALIFICATIONS Over 50+ years of hands-on experience as a financial consultant/planner/instructor/author.... Expertise has covered investment analysis and monitoring, estate and pension planning, living trusts, charitable gifting, sales and management (stocks, bonds, partnerships, insurance, REIT's and mutual funds), retirement planning, life and disability insurance review, securities arbitrations, taxation and national and international economic analysis. Provide expert testimony on brokerage and financial issues. Have written and taught extensively in the field. Author Financial Planning Fiduciary Standards under Dodd Frank 2012 The Failure of Securities Arbitration 2012 No Nonsense Finance 2003 1st edition; 2nd edition 2009