Tray Moses is a registered investment advisor, based in Schaumburg, IL, with 7 years of industry experience.
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
Get directionsHistory
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
Tray sells equity indexed annuities through Avantax Insurance Agency, LLC and provides investment advisory services through Wehring Wealth Management, LLC and DB WEHRING WEALTH LLC. He also provides investment and insurance products through TM Wealth, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.