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Cameron Moser

1 Year of Experience
Winston-Salem, NC
BrokerSells Insurance

Cameron Moser is a registered investment advisor, based in Winston-Salem, NC, with 1 years of industry experience.

Location

755 Highland Oaks Dr, Ste 101, Winston-Salem, NC, 27103

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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 ActivitiesSells Insurance

Cameron is a wealth management coordinator for Maestro Wealth Advisors, dedicating nearly full-time hours to this role, including studying for securities licenses. Cameron also buys and sells rare books online, dedicating minimal time to this activity, and works as an insurance agent for Avantax Insurance Agency and sells fixed index annuities, dedicating a few hours per week to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
September 2024 - September 2025 · 1 yr
Avantax Investment Services, INC.Broker
August 2024 - September 2025 · 1 yr 1 mo
State Registrations1 state
NC
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.
Cameron Moser - Financial Advisor | TrueAdvisor