Joyce Moore has been an investment adviser representative at Portfolio Resources Advisor Group since January 2008, and is not listed among the firm’s executive officers or direct owners.
Portfolio Resources Advisor Group, Inc. is a Coral Gables, FL firm with $122M under management, 349 clients and 15 advisers across 11 offices, as of its October 2025 filing.
Joyce K. Moore of Joyce Moore Financial Services, based in Macungie, PA, began offering financial advice in 1981, initially working as a management accountant for several small businesses. In 1991 Joyce Moore Financial Services was formed when she branched out to include life, accident, health and disability insurance and mutual funds in her practice.
Joyce Moore’s longest registration is the current one, 18 years at Portfolio Resources Advisor Group since 2008. Before joining Portfolio Resources Advisor Group in 2008, Joyce Moore was registered through Financial West Group.
- – present · 18 yearsEmmaus, PA · Adviser representative · Firm CRD 144601
- Financial West Group– · 5 yearsZionsville, PA · Adviser representative · Firm CRD 16668
Designations and memberships
Listed by Portfolio Resources Advisor Group
- Chartered Financial Consultant (ChFC®)
- Life Underwriter Training Council Fellow (LUTCF)
Investment adviser representative registrations
Joyce Moore is registered as an investment adviser representative in Pennsylvania, since January 2008.
- PennsylvaniaSince 3 January 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 30 April 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 April 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 April 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joyce Kristina Moore
- CRD
- 2206551
- Firm
- Portfolio Resources Advisor Group · CRD 144601
- Office
- Emmaus, PA
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- jmfs.com
Where does Joyce Moore work?
Joyce Moore is an investment adviser representative registered through Portfolio Resources Advisor Group, Inc. since January 2008, and is not listed among the firm’s executive officers or direct owners.
Is Joyce Moore a financial advisor?
Yes. Joyce Moore has a current investment-adviser registration in Pennsylvania, through Portfolio Resources Advisor Group since January 2008.
How many years of experience does Joyce Moore have?
Joyce Moore has 34 years in the financial industry, since April 1992, across 2 adviser firms.
What exams has Joyce Moore passed?
Joyce Moore has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in April 1992. FINRA credited Joyce Moore with the SIE, which began in October 2018.
Where did Joyce Moore work before Portfolio Resources Advisor Group?
Before Portfolio Resources Advisor Group, Joyce Moore was registered through Financial West Group, August 2002 to December 2007.
Where is Joyce Moore based?
Joyce Moore’s registered office is in Emmaus, PA.
Is Joyce Moore registered with FINRA?
Yes. Joyce Moore has a current broker registration, under CRD 2206551.
Source: FINRA BrokerCheck
How can I verify Joyce Moore’s record?
Search CRD 2206551 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joyce Moore’s full registration record.