Abraham Moosa

Financial Consultant

Accredited Wealth Management Advisor SM

Pittsburgh, PA
work : 412-562-8197

cell: 412-418-9199
amoosa@jmsonline.com

Abraham Moosa joined the firm in 2002 after three years as a Financial Consultant at a national brokerage firm.  His background is accounting and auditing where he worked for over 20 years for world-wide accounting firms. His qualification as a Certified Accountant is from England.  As a Financial Consultant at Janney Montgomery Scott LLC, Abraham offers his clients a full range of investment products and services.

Abraham carefully reviews his client’s current financial position and then bases recommendations on their risk tolerance, investment time horizon, as well as their investment goals and objectives. Because of the many investment choices today, he researches individual equities, mutual funds, and other investment products to secure the right fit for each client. Abraham’s investment philosophy focuses on achieving long-term goals and objectives through proper diversification and asset allocation, and he believes this approach also helps minimize the risk inherent in investing in the stock market.  Additionally, maintaining constant communication with his clients and responding immediately to their inquiries is a key component to his client service philosophy.

Abraham’s clients include: high net-worth individuals, conservative individual investors, successful professional and business owners looking for quality advice, and want to improve their net worth.



After moving to the United States, Abraham earned his NASD Series 7, 66, and 31 licenses, as well as his life insurance and annuity licenses.

He recently passed the exam of Wealth Management with Wharton School of Business and College of Financial Planning and was awarded the title AWMA SM.
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Office:
Pittsburgh , PA

Financial Services:
Wealth Management, Corporate Executive Services, Retirement & Estate Planning, Insurance & Annuities, Trust Services, College Planning and Banking Services.

Personal:
In 1995, Abraham and his wife moved to the North Allegheny area to be closer to their three sons, Tarik, Joe and Danny, who were attending schools in Pittsburgh. Active in his community, Abraham is a member of the Economic Development Committee of the Northern Allegheny Chamber of Commerce, the Service Corps of Retired Executives (SCORE) and SMC Business Councils. He serves as an elder at the Wexford Community Presbyterian Church and is a member of the church’s Personnel and Finance Committee. He is also a member of the Rotary Club and Amen Corner. In his spare time, Abraham enjoys tennis and golf.