Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avraham? Claim Your ProfileAvraham Isaac Ziv has been an active advisor in the financial industry since January 1997. Avraham currently works for Western International Securities, Inc. Avraham is also a registered investment advisor representative for Dorado Wealth Management LLC, in New York and Texas. Avraham's previous work experience includes positions at Northeast Securities, LLC, Investec Ernst & Company, Stuart, Coleman & Co., Inc., and Hampshire Securities Corporation. Avraham offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and 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
12/15/2022 - Present
Western International Securities, Inc. (Massapequa NY)
NY
10/11/2001 - 12/31/2018
NORTHEAST SECURITIES, LLC (MITCHEL FIELD NY)
NY
06/01/1999 - 10/19/2001
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
01/22/1998 - 06/01/1999
STUART, COLEMAN & CO., INC. (NEW YORK NY)
NY
01/29/1997 - 01/28/1998
HAMPSHIRE SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 10/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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