Joshua
Moskowitz
Ameritas Advisory Services, LLC
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About this Advisor
Joshua Moskowitz is a financial advisor based in Centreville, Virginia, working with Ameritas Advisory Services, LLC. Joshua has previously held positions at BMW of Fairfax, First Command Financial Planning Inc, First Command Financial Planning, Inc, First Command Advisory Services, Inc, First Command Insurance Services, Inc, Massmutual, MML Investors Services, Rolls Royce Motorcars Sterling, W.C. Moore Financial Services, Ameritas Investment Company, LLC, BMW of Alexandria, and Ameritas Advisory Services, LLC. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Joshua is part of Ameritas Advisory Services, LLC, which operates out of Centreville, Virginia. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joshua Moskowitz Work History
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
W.C. Moore Financial Services
Bmw Of Alexandria
Massmutual
Mml Investors Services
Rolls Royce Motorcars Sterling
First Command Financial Planning Inc
First Command Financial Planning, Inc
First Command Advisory Services, Inc
First Command Insurance Services, Inc
Bmw Of Fairfax
Disclosures
Please visit the SEC profile of Joshua Moskowitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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