Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham Mizrahi is an active investment advisor representative with over 20 years of experience in the financial services industry. Abraham has worked with several firms, including Woodbury Financial Services, Inc. and Capital One Investing, LLC. Abraham currently works for Osaic Wealth, Inc. and is registered with the Financial Industry Regulatory Authority (FINRA) and in 51 states and the District of Columbia as an investment advisor representative. Abraham offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Abraham specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
NY
01/19/2024 - Present
Osaic Wealth, Inc. (New City NY)
NY
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (New City NY)
NY
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (New York NY)
NY
07/30/2012 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (BOHEMIA NY)
NY
06/09/2003 - 07/13/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
04/06/2001 - 11/06/2002
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
IA
Issued 01/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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