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Cheryl Ann Moss

Harbor Wealth Management, LLC

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About Cheryl Ann Moss

Cheryl Moss is a financial advisor who has been in the industry since 1996. Cheryl is a Certified Financial Planner™ professional and has earned the Series 6, 7, 63 and 65 licenses. Cheryl has experience with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Currently, Cheryl is an advisor with Harbor Wealth Management, LLC. Cheryl focuses on income tax planning and preparation in addition to financial planning and portfolio management for individuals.

Firm Information

Cheryl Moss is currently registered with Harbor Wealth Management, LLC. Harbor Wealth Management, LLC is a financial advisor headquartered in GREEN BAY, WI. With over $322 million in regulatory assets under management, they primarily serve high-net-worth individuals and individuals other than high-net-worth. They offer financial planning and portfolio management services. Their website addresses include http://www.linkedin.com, http://www.Harbor_WealthTwitter, HTTPS://WWW.HARBOR-WEALTH.COM, and http://www.facebook.com. The firm also provides income tax planning and preparation services.
Harbor Wealth Management, LLC

727 CORMIER ROAD

GREEN BAY, WI 54303

$322.04M

Assets Under Management

362

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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income tax planning and preparation

Income tax planning and preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cheryl Moss’s Registration & Firm History

WI

01/03/2017 - Present

Harbor Wealth Management, LLC (GREEN BAY WI)

WI

10/03/1996 - 06/05/2013

AXA ADVISORS, LLC (GREEN BAY WI)

NY

10/03/1996 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/17/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cheryl Ann Moss.
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