Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Moschetta is an investment advisor representative at Ascensus Investment Advisors, LLC. Michael has been in the financial industry since 2001. He has a wide range of experience in the industry, having worked with various firms such as CUNA Brokerage Services, Inc., Neuberger Berman BD LLC, and Nationwide Investment Services Corporation. Michael holds the Series 6, 7, 63, and 65 securities licenses. He also passed the SIE exam in 2018. Michael is a member of the Pittsburgh Stock & Bond Association and is a board member of the association.
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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
PA
07/20/2020 - Present
Ascensus Investment Advisors, LLC (DRESHER PA)
IA
03/31/2017 - 03/10/2020
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
03/11/2011 - 03/15/2017
NEUBERGER BERMAN BD LLC (NEW YORK NY)
IL
10/06/2008 - 06/30/2016
NEUBERGER BERMAN MANAGEMENT LLC (CHICAGO IL)
CT
02/29/2008 - 10/01/2008
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
MA
06/18/2007 - 02/29/2008
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
OH
07/18/2001 - 06/01/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 01/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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