Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jacob Moss is a registered representative with Citigroup Global Markets Inc. Michael has been in the securities industry since September 6, 1997 and is currently registered in Texas. Michael is also a registered investment advisor representative. Michael is associated with the Jacksonville, Florida branch of Citigroup Global Markets Inc. and is licensed to conduct business in 54 states and jurisdictions. Michael's experience includes previous positions with Citigroup Global Markets Inc., CITICORP INVESTMENT SERVICES, and SALOMON SMITH BARNEY INC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
04/05/2007 - Present
Citigroup Global Markets Inc. (Jacksonville FL)
TX
05/30/2000 - 03/06/2007
CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)
NY
07/26/1999 - 05/17/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
05/22/1997 - 04/20/1999
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 04/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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