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WE HAVE THE EXPERTISE.
12 EQUITY PARTNERS 5 CFP ® ® 1 CLU ® 1 IACCP ®
Investment Adviser Certified
CERTIFIED FINANCIAL PLANNER
Professionals Chartered Life Underwriter Compliance Professional
2 AIF ® 3 ChFC ® 1 CPWA ® 1 RICP ®
Chartered Financial Consultants
Certified Private Wealth Advisor
Retirement Income Certified Professional
Accredited Investment Fiduciary
3 CFA 1 CIPM ® 1 CQF ®
Certificate in Investment
Chartered Financial Analyst
Performance Measurement Certificate in Quantitative Finance
5801 Pelican Bay Boulevard • Suite 110 RESPONSIBLE FOR OVER
Naples, FL 34108 4 BILLION DOLLARS
239.920.4440 • MoranWM.com IN CLIENT ASSETS AS OF 9/30/2023
Moran Wealth Management , LLC is a registered investment adviser. For additional information about Moran Wealth Management , LLC,
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including its services and fees, request the firm’s disclosure brochure using the contact information above or visit adviserinfo.sec.gov
Moran Wealth Management is a separate entity and not affiliated with any other entity or practice that uses the same name.
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