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Michael Moss

29 Years of Experience
Boardman, OH
Broker

Michael Moss is a registered investment advisor, based in Boardman, OH, with 29 years of industry experience.

Location

970 Windham Ct. Suite 7, Boardman, OH, 44512

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael works as a quality of life coach, coaching about personal goals and issues, and is an advisory representative of a RIA. He also serves as a committee member for BSA Troop 46 and Sergeant at Arms for Toastmasters International, dedicating minimal time to each.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
December 2017 - Present · 8 yrs 9 mos
Cambridge Investment Research Advisors, INC.
December 2017 - Present · 8 yrs 9 mos
Previous Registrations
Invest Financial CorporationBroker
December 2014 - December 2017 · 3 yrs
Invest Financial Corporation
December 2014 - December 2017 · 3 yrs
American Portfolios Advisors, INC
February 2008 - December 2014 · 6 yrs 10 mos
American Portfolios Financial Services, INC.Broker
February 2008 - December 2014 · 6 yrs 10 mos
Professional Asset Management, INC.Broker
January 2008 - February 2008 · 1 mo
Questar Asset Management, INC.
January 2005 - February 2008 · 3 yrs 1 mo
Questar Capital Corporation
April 2000 - December 2005 · 5 yrs 8 mos
Questar Capital CorporationBroker
April 2000 - December 2007 · 7 yrs 8 mos
Prim Securities, IncorporatedBroker
April 1999 - April 2000 · 1 yr
Capital Analysts, IncorporatedBroker
January 1996 - December 1998 · 2 yrs 11 mos
State Registrations3 states
NCOHPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Michael Moss - Financial Advisor | TrueAdvisor