Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Israel? Claim Your ProfileIsrael Mordecai Eichenholz is a financial advisor with over 30 years of experience in the financial services industry. Israel currently works for MML Investors Services, LLC as a Registered Representative in the state of New York. Israel is also an Investment Advisor Representative registered in New York, New Jersey, and Texas. Previously, Israel worked for MSI FINANCIAL SERVICES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Israel is licensed to sell securities in several states and has a series 6, 7, 63, and 65 licenses. Israel offers various financial services including financial planning, portfolio management, asset allocation, and pension consulting. Israel provides services to individual investors, high net worth individuals, corporations, and trusts.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/03/2021 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
11/13/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
11/13/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/12/2000 - 12/05/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
MA
01/09/1992 - 05/08/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/09/1992 - 05/08/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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