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Get to know Merra Lee Moffitt, Wealth Strategist, AWMA, CMFC, CFP

Moffitt & Associates is a private wealth advisory practice operating under the umbrella of Ameriprise Financial Services, LLC. The practice is led by Merra Lee Moffitt, a Certified Financial Planner (CFP®), Accredited Wealth Management Advisor (AWMA®), and Chartered Mutual Fund Counselor (CMFC®). The firm focuses on providing personalized financial advice through a long-term, one-on-one relationship. Its mission is to help clients achieve their financial goals through comprehensive planning and wealth management, covering areas such as retirement, investments, and estate planning strategies.

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Financial Other Service

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Merra Lee Moffitt, Wealth Strategist, AWMA, CMFC, CFP

United States

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.