Michael Moss (CRD# 6109175) is an Investment Advisor Representative working at The Ascent Group, LLC in Virginia Beach, VA and has over 10 years of experience in the finance industry. Michael Moss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Feb 2023 - Current | 1 |
| The Ascent Group, LLC | Aldie, VA | May 2021 - Current | 2 |
| Ameritas Investment Corp. | Lincoln, NE | Sep 2012 - Jan 2023 | 10 |
| Ameritas Life Insurance Corp | Bethesda, MD | Feb 2012 - Mar 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- VA
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Total Assets Under Management2,880MILLIONS
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Total Number of Accounts4,261ACCOUNTS
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Average Account Value$675,904
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, DE, FL, GA, IL, KY, MA, MD, MN, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
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