Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erez? Claim Your ProfileErez Moshe Katz is an Investment Advisor Representative who is registered in Georgia and New York. Erez has been active in the industry for at least 8 years. Erez is currently employed by Neuravest Research Inc. Erez is a Series 65 licensed individual and has passed the Uniform Investment Adviser Law Examination. Neuravest Research Inc. is a firm that provides portfolio management for businesses and other advisory services, including institutional portfolio development.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Institutional portfolio development
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
08/16/2021 - Present
Neuravest Research Inc. (ATLANTA GA)
IA
Issued 07/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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