Michael Moss, financial advisor Bethesda MD
89 score

Michael Moss

CRD Number: 6109175
Current Firm: Ameritas Investment Corp

Michael Moss (CRD# 6109175) is an Investment Advisor Representative working at Ameritas Investment Corp in Bethesda, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Investment Corp. Lincoln, NE Sep 2012 - Current 4
Ameritas Life Insurance Corp Bethesda, MD Feb 2012 - Current 4
American University Wcl Washington, DC Sep 2010 - Jan 2012 1
Dc Superior Court Office Of The Auditor-master Washington, DC May 2010 - Sep 2010 < 1
American University Wcl Washington, DC Aug 2009 - May 2010 < 1
Virginia Heritage Bank Fairfax, VA Dec 2007 - Jul 2009 1
George Mason University Fairfax, VA Aug 2006 - Nov 2007 1
The Ups Store Chantilly, VA Nov 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Michael J. Moss
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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