Meryem Messaoudi Moussi (CRD# 5919963) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 12 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Orlando, FL | Jun 2015 - Current | 8 |
| Schwab Wealth Advisory, Inc. | Orlando, FL | Jun 2015 - Current | 8 |
| Walt Disney World | Orlando, FL | Dec 2003 - Dec 2017 | 14 |
| Suntrust Investment Services, Inc. | Atlanta, GA | May 2011 - Jun 2015 | 4 |
| Suntrust Bank | Orlando, FL | Jan 2005 - Jun 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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