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Laura Steffey Moss

Valmark Advisers, Inc.

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About Laura Steffey Moss

Laura Moss is a financial advisor registered with Valmark Advisers, Inc. and W3 Wealth Advisors, LLC. Laura has over 15 years of experience in the financial services industry. Laura has a Series 7 and Series 31 license and holds a Series 66 license, which allows Laura to provide investment advice to individuals and families. Laura specializes in retirement planning, college savings, and investment management.

Firm Information

Laura Moss is currently registered with Valmark Advisers, Inc.. Valmark Advisers, Inc. is a financial advisory firm based in Akron, Ohio. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. The firm has over 260 licensed agents and manages approximately $7.03 billion in assets.
Valmark Advisers, Inc.

130 SPRINGSIDE DRIVE

AKRON, OH 44333

$7.03B

Assets Under Management

323

Total Clients

248

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

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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percentage of assets

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

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Laura Moss’s Registration & Firm History

OH

06/18/2024 - Present

Valmark Advisers, Inc. (Montrose OH)

OH

02/02/2009 - 12/14/2016

ROBERT W. BAIRD & CO. INCORPORATED (AKRON OH)

OH

09/18/2007 - 02/17/2009

CITIGROUP GLOBAL MARKETS INC. (AKRON OH)

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Licenses & Designations

BOTH

Issued 12/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/24/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 09/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Steffey Moss.
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