Jennifer Moser
Jennifer Moser is a registered investment advisor at Cetera Investment Advisers LLC, based in Winston Salem, NC, with 7 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
755 Highland Oaks Drive, Suite 101, Winston Salem, NC, 27103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer is involved in several business activities, including property management, real estate investment, and serving as an office manager for Maestro Wealth Advisors, LLC, taking nearly full-time hours. She also provides life and health insurance solutions through Maestro Insurance Services, Inc., dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Legg Mason Wood Walker INC
UBS Financial Services INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.