Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Jason Moss is a financial professional with over 7 years of experience in the industry. Marc is currently registered with Sun Life Institutional Distributors (u.s.) LLC and is licensed in all 50 states. Marc has held previous positions with First Dominion Capital Corp. in Richmond, VA, MMC Securities LLC in New York, NY, MBS Source ETrading, Inc. in Mercer Island, WA, and J.P. Morgan Securities LLC in Seattle, WA. Marc is a Series 7 and Series 63 licensed professional.
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.
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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CA
10/04/2023 - Present
SUN Life Institutional Distributors (u.s.) LLC (LOS ANGELES CA)
VA
07/30/2020 - 09/12/2023
FIRST DOMINION CAPITAL CORP. (RICHMOND VA)
NY
04/11/2016 - 08/13/2018
MMC SECURITIES LLC (NEW YORK NY)
WA
08/26/2014 - 01/28/2015
MBS SOURCE ETRADING, INC. (MERCER ISLAND WA)
WA
09/24/2013 - 08/19/2014
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
BC
Issued 10/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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