Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli Bloch is a financial advisor with over 40 years of experience in the industry. Eli is registered with David Lerner Associates, Inc. and holds licenses in several states including New York, New Jersey, Florida, and California. Eli has a wide range of experience in the financial services industry and has held multiple licenses, including Series 7, 6, 24, and 63. Eli is dedicated to providing financial advice and guidance to clients.
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.
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.
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NY
05/21/1982 - Present
David Lerner Associates, Inc. (WHITE PLAINS NY)
BC
Issued 12/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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