Jeremie Moe
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Jeremie Moe Email & Phone Number

Financial Advisor at LPL Financial
Location: Costa Mesa, California, United States 10 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 100%

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Current company
LPL Financial
Role
Financial Advisor
Location
Costa Mesa, California, United States
Company size
14027 employees

Who is Jeremie Moe? Overview

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Quick answer

Jeremie Moe is listed as Financial Advisor at LPL Financial, a with 14027 employees, based in Costa Mesa, California, United States. AeroLeads shows a matched LinkedIn profile for Jeremie Moe.

Jeremie Moe previously worked as Financial Advisor at Wescom Financial Services Llc and Financial Advisor at Cuso Financial Services L.P.. Jeremie Moe holds Bachelor'S Degree, Finance And Financial Management Services from California State University-Long Beach.

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Email format at LPL Financial

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LPL Financial

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Profile bio

About Jeremie Moe

Spending years managing in the Hospitality industry, I knew I needed a change. I had always loved being a part of the customer experience but wanted to offer it on a more personal level. I worked at Wise Financial Solutions for over four years with the goal of creating and building relationships. I look to further my goal in Joining Cuso Financial Services at Wescom Credit Union.I graduated Cal State Long Beach with a degree in Finance and hold an insurance license with the state of California (CA Insurance Lic # 4104847), as well as the series 7 and 66 registrations through Cuso Financial Services.I live in Long Beach with my wife, Ashlee and our daughter, Avery. We have two dogs, Jack and Banana. I have a passion for snowboarding and have traveled all over North America fulfilling that passion.As a Financial Advisor with Cuso Financial Services at Wescom Credit Union my goal is to facilitate the overall client experience and ensure that everyone knows that they are getting custom tailored support.Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial")(“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members.Member FINRA/SIPCwww.finra.orgwww.spic.org

Listed skills include Food And Beverage, Hospitality, Microsoft Excel, Microsoft Office, and 4 others.

Current workplace

Jeremie Moe's current company

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LPL Financial
Lpl Financial
Financial Advisor
Costa Mesa, CA, US
Website
lpl.com
Employees
14027
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Company profile
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10 roles

Jeremie Moe work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Wescom Financial Services Llc

Financial Advisor with Cuso Financial Services at Wescom Credit Union. servicing the Costa Mesa and Irvine branches.

Lpl Financial Advisor

Wise Financial Solutions
Sep 2022 - Mar 2023

Director Of Business Development

Wise Financial Solutions

Jeremie Moe is a registered representative with and securities and advisory services offered through LPL Financial, a registered investment representative. Member FINRA/SIPCFor hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jan 2020 - Sep 2022

On Premise Sales Representative

Southern Glazer'S Wine & Spirits

Miami, Florida, Us

made regular sales calls to assigned accounts, maintained and cultivated relationships for further volume growth. Demonstrated resourcefulness and organization to meet/exceed monthly quotas and placement objectives. Facilitate on-site training and winery distiller education within accounts in my territory. Utilize full knowledge SWS, PWS, AWS, and TAS portfolios to help further growth. Cultivate, create/design programs tailored to individual accounts and there expectations of clientele.

Jun 2016 - Jul 2018

Assitant General Manager And Bar Manager

Tantalum Restaurant

Us

Developed innovative promotions increasing brand awareness and sales volume. Created in house sales and purchasing tracking to further grow new brands and trends. Organized training for staff to ensure they have the necissary tools to increase sales and increase the customer experience. Maintained monthly inventory and order placement to reduce shrinkage.

May 2011 - Jun 2016

Owner Operator

Five Star Painting

Generated new leads through various channels including door to door, BNI, door hangers, trade shows, etc. Built and grew relationships with customers through estimating each project and following up with customers. hired and managed all workers for each project tp ensure completion on time and under budget. Maintained quality control on products being used as well as the quality of work being done to ensure customer satisfaction. Continued to follow-up with customers for future projects as well as developing a referral network.

Apr 2011 - Jun 2016
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 14027 employees →

JS Jim Shaw Jim Shaw Colleague at Lpl FinancialCharlotte, North Carolina, United States View → RF Raevon Floyd-Bennett Raevon Floyd-Bennett Colleague at Lpl FinancialCharlotte, North Carolina, United States View → RM Ritchie Mendoza Ritchie Mendoza Colleague at Lpl FinancialUnited States View → BH Bry Honicker Bry Honicker Colleague at Lpl FinancialCharlotte Metro, United States View → SR Sandra Reiseman Sandra Reiseman Colleague at Lpl FinancialMiami, Florida, United States View → BE Britni Ensminger Britni Ensminger Colleague at Lpl FinancialFairfield, Iowa, United States View → PG Patrick Gilmore, Jr. Patrick Gilmore, Jr. Colleague at Lpl FinancialWayne, New Jersey, United States View → JL Jason Lambrix, Cscp® Jason Lambrix, Cscp® Colleague at Lpl FinancialDetroit Metropolitan Area, United States View → MZ Michaela Zinn Michaela Zinn Colleague at Lpl FinancialCornelius, North Carolina, United States View → CM Carlos M. Carlos M. Colleague at Lpl FinancialSan Diego, California, United States View →
1 education record

Jeremie Moe education

  • California State University-Long Beach
    California State University-Long Beach
    Finance And Financial Management Services
FAQ

Frequently asked questions about Jeremie Moe

Quick answers generated from the profile data available on this page.

What company does Jeremie Moe work for?

Jeremie Moe works for LPL Financial.

What is Jeremie Moe's role at LPL Financial?

Jeremie Moe is listed as Financial Advisor at LPL Financial.

Where is Jeremie Moe based?

Jeremie Moe is based in Costa Mesa, California, United States while working with LPL Financial.

What companies has Jeremie Moe worked for?

Jeremie Moe has worked for Lpl Financial, Wescom Financial Services Llc, Cuso Financial Services L.P., Wise Financial Solutions, and Reef Wealth Management.

Who are Jeremie Moe's colleagues at LPL Financial?

Jeremie Moe's colleagues at LPL Financial include Jim Shaw, Raevon Floyd-Bennett, Ritchie Mendoza, Bry Honicker, and Sandra Reiseman.

How can I contact Jeremie Moe?

You can use AeroLeads to view verified contact signals for Jeremie Moe at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Jeremie Moe attend?

Jeremie Moe holds Bachelor'S Degree, Finance And Financial Management Services from California State University-Long Beach.

What skills is Jeremie Moe known for?

Jeremie Moe is listed with skills including Food And Beverage, Hospitality, Microsoft Excel, Microsoft Office, Microsoft Word, Restaurants, Sales, and Sales Management.

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