Merrie Liu Moy

Current Employers

Employment History

• 10/2013 → Present
  Transamerica Financial Advisors, Inc
  Lexington, MA
• 11/2011 → Present
  World Financial Group, Inc.
  Braintree, MA
• 10/2016 → Present
  Empower Team Llc
  Lexington, MA
• 01/2018 → Present
  Health Market Place
  Norwood, MA
• 03/2021 → Present
  Garityadvantage Insurance Marketing Agencies
  Norwell, MA
• 03/2021 → 01/2025
  Legacy Shield
  Ponte Vedra Beach, FL
• 06/2022 → Present
  Massachusetts Health Connector
  Boston, MA
• 11/2022 → Present
  Hsa Insurance
  Braintree, MA
• 11/2022 → Present
  Vsp Vision
  Rancho Cordova, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Massachusetts Health Connector / 0622-Present / Investment Related: No / 133 Portland Street Boston, MA 02114 / Broker / Health Insurance Sales / Hrs. Work Monthly: 4 / Sec Trading Hrs: 0 / As a health insurance broker, I'll help my clients to apply health insurance. One Share Health / 1019-Present/ Investment Related: No / 3701 Regent Blvd. Suite 150 Irving, TX, 75063 / Producer / Provide membership to share medical cost/ Hrs Work Monthly: 5 / Sec Trading Hrs: 0 / Provide membership to share medical cost Empower Team LLC/ 10.20.2016/ Managing Member/ Ensure smooth operation with deemed necessary activities and responsibilities/ 430 Bedford St Ste 100 Lexington MA 02420/ Non-Investment Related/ 35 HRS/MTH/ Approved with Restrictions HEALTH MARKET PLACE/ 1.15.2018/ INDEPENDENT AGENT/ NON-INVESTMENT RELATED/ 1500 BOSTON PROVIDENCE TURNPIKE STE 20 NORWOOD MA 02062/ 10/ PROVIDE SERVICES FOR PEOPLE WHO ARE SEEKING HEALTH OR MEDICARE INSURANCE COVERAGE/ APPROVED WITH RESTRICTIONS GARITYADVANTAGE INSURANCE MARKETING AGENCIES /emp dates: 0321 TO PRESENT/ INVESTMENT RELATED: NO /address: 17 ACCORD PARK DRIVE SUITE 107 NORWELL, MA 02061 / position: AGENT/ nature of business: MEDICARE INSURANCE/hrs work monthly: 8/Sec trading hrs: 0/ duties: THROUGH GARITYADVANTAGE INSURANCE MARKETING AGENCIES, I CAN SELL MANY MEDICARE PLANS OFFER BY AETNA MEDICARE SOLUTIONS, UNITED HEALTHCARE, HARVARD PILGRIM, FALLON MEDICARE PLUS, HEALTH NEW ENGLAND, HUMANA, BLUE CROSS BLUE SHIELD, WELLCARE ETC HSA INSURANCE POSITION: Broker NATURE: Healthcare, Dental, Disability INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/25/2022 ADDRESS: 135 Wood Road, Braintree MA 02184, United States DESCRIPTION: As a broker of HSA Insurance, I am able to sell group and individual Healthcare, Dental or Disabilities insurance plans, etc. VSP VISION POSITION: Broker NATURE: Vision Care INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/25/2022 ADDRESS: 3333 Quality Drive, Rancho Cordova CA 95670, United States DESCRIPTION: As a broker of VSP Vision Care, I'm able to sell individual and group vision care plans.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-19
• S63 Uniform Securities Agent State Law Examination
  2013-12-20

Other Names

• Merrie Meihong Liu