Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avishai? Claim Your ProfileAvishai Nir is a financial advisor registered with SPC and has been in the financial services industry since May 6, 1999. Nir is a licensed insurance agent in several states, offering a range of financial services including life, annuities, health, dental, disability, long-term care, group and executive benefits, and discount dental plans. Nir provides financial planning, portfolio management, and pension consulting services. Nir's client base includes high-net-worth individuals, corporations, individuals other than high-net-worth, and charitable organizations.
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.
Consultation services
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 attendance fees
1
2
MI
07/11/2017 - Present
SPC (ANN ARBOR MI)
FL
05/22/2002 - 11/03/2009
SAMMONS SECURITIES COMPANY, LLC (MIAMI LAKES FL)
CA
03/17/1999 - 05/22/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MI
01/02/1998 - 03/16/1999
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
CT
09/12/1996 - 12/31/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 10/11/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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