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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalman? Claim Your ProfileKalman Muchnick is a financial advisor registered with Cbiz Investment Advisory Services, LLC. Kalman has been in the financial industry for more than 20 years and has experience with a variety of financial products and services. Kalman specializes in providing financial advice to individuals, corporations, and institutions. Kalman is also a registered representative of LPL Financial LLC and has been with the firm since 2014. Kalman is committed to providing his clients with the highest level of service and expertise.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
OH
08/29/2019 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
OH
04/18/2016 - 12/31/2021
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
PA
09/12/2014 - 05/04/2016
LPL FINANCIAL LLC (PHILADELPHIA PA)
PA
08/23/2012 - 09/12/2014
FINANCIAL TELESIS INC (PHILADELPHIA PA)
PA
03/14/2001 - 08/24/2012
MULTI-FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
PA
06/14/1999 - 08/23/2000
NFA BROKERAGE SERVICES, INC. (DRESHER PA)
NY
01/22/1998 - 06/02/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
01/22/1998 - 06/02/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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