Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avi? Claim Your ProfileAvi Mesch is a financial advisor at Principal Securities, Inc. Avi has been in the financial industry since July 2, 1996 and holds the Series 6, 7, 63 and 65 securities licenses. Avi is also a Chartered Financial Consultant. Avi Mesch is registered with the state of Florida and Texas. In addition to his role at Principal Securities, Inc., Avi also owns AJM Financial Inc., a corporation used for tax purposes. Avi provides financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
06/17/2021 - Present
Principal Securities, Inc. (Coral Springs FL)
NY
07/03/1996 - 04/01/1997
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 06/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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