Unclaimed
Asher Lieblich is a financial advisor at Commonwealth Financial Network and has been in the industry since 1990. Asher is a Certified Financial Planner and has experience providing financial advice to a variety of clients, including individuals, businesses, and institutions. Asher is registered to offer investment advice in 15 states and has a Series 6, 7, and 63 license. Asher is also experienced in providing tax preparation and accounting services. In addition to his work as a financial advisor, Asher is also a co-owner of a real estate company and a rental property in Jerusalem, Israel.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/09/2021 - Present
Commonwealth Financial Network (Brooklyn NY)
NY
02/13/1990 - 01/07/2021
AVANTAX INVESTMENT SERVICES, INC. (BROOKLYN NY)
BC
Issued 12/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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