Michael Moschetta (CRD# 4415528) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Dresher, PA and has over 20 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascensus Broker Dealer Services LLC | Dresher, PA | Feb 2020 - Current | 4 |
| Cuna Mutual Group | Waverly, IA | Mar 2017 - Feb 2020 | 2 |
| Cuna Brokerage Services | Waverly, IA | Mar 2017 - Feb 2020 | 2 |
| Neuberger Berman LLC | Chicago, IL | Mar 2011 - Mar 2017 | 6 |
| Neuberger Berman Management LLC | Chicago, IL | Sep 2008 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- MA
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Total Assets Under Management9,878MILLIONS
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Total Number of Accounts10ACCOUNTS
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Average Account Value$987,807,732
- A percentage of assets under your management
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
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, WA, WI, WY
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