Unclaimed
Eliyahu Mizrachi is an investment advisor representative with B. Riley Wealth Advisors, Inc. in WESTBURY, NY. Eliyahu has been in the securities industry since December 18, 2001. Eliyahu is registered with the state of New Jersey and New York to provide investment advisory services. Prior to joining B. Riley Wealth Advisors, Inc. Eliyahu Mizrachi worked for NATIONAL SECURITIES CORPORATION, MAXIM GROUP LLC, WHITAKER SECURITIES LLC, GRANITE ASSOCIATES, INC, LADENBURG, THALMANN & CO., INC., and LADENBURG CAPITAL MANAGEMENT INC. Eliyahu Mizrachi has a total of 13 state registrations.
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.
1
2
NY
06/23/2021 - Present
B. Riley Wealth Advisors, Inc. (WESTBURY NY)
NY
04/21/2014 - 07/22/2022
NATIONAL SECURITIES CORPORATION (WESTBURY NY)
NY
09/18/2006 - 05/02/2014
MAXIM GROUP LLC (WOODBURY NY)
NY
03/24/2006 - 09/26/2006
WHITAKER SECURITIES LLC (NEW YORK NY)
NY
10/15/2004 - 06/05/2006
GRANITE ASSOCIATES, INC (MELVILLE NY)
NY
11/20/2002 - 10/26/2004
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
12/18/2001 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
BOTH
Issued 06/07/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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