Joshua Moskowitz (CRD# 6759405) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Centreville, VA and has over 6 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Ameritas Investment Company, LLC | Lincoln, NE | Jan 2021 - Current | 3 |
| W.c. Moore Financial Services | Centreville, VA | Nov 2020 - Current | 3 |
| Bmw Of Alexandria | Alexandria, VA | Jan 2020 - Nov 2020 | < 1 |
| Mml Investors Services | Vienna, VA | Aug 2019 - Nov 2020 | 1 |
| Massmutual | Vienna, VA | Jun 2019 - Nov 2020 | 1 |
| Rolls Royce Motorcars Sterling | Sterling, VA | Dec 2018 - Jul 2019 | < 1 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Sep 2017 - Dec 2018 | 1 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Sep 2017 - Dec 2018 | 1 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Sep 2017 - Dec 2018 | 1 |
| First Command Financial Planning Inc. | Fairfax, VA | Feb 2017 - Sep 2017 | < 1 |
| Bmw Of Fairfax | Fairfax, VA | Jun 2013 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- TX
- VA
-
Total Assets Under Management10,289MILLIONS
-
Total Number of Accounts39,033ACCOUNTS
-
Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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, WY
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