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 an investment advisor representative with Mml Investors Services, LLC. Israel has been in the industry since 1992 and has extensive experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Israel has been associated with a number of firms over the years, including Metlife Securities, MSI Financial Services, CIBC World Markets Corp., and Metropolitan Life Insurance Company. Israel currently holds Series 7, 6, and 63 securities licenses, as well as a Series 65 investment advisor representative license.
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 6/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 1/2/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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