Unclaimed
Michael Mosslih is a financial advisor who has been in the industry since 2003. Michael is currently registered with Equitable Advisors, LLC and is licensed in several states, including New York, California, Florida, and Texas. Michael has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Michael’s clients benefit from his expertise in financial planning, portfolio management, and pension consulting. Michael also provides educational seminars to help clients learn more about financial planning. In addition to his work with Equitable Advisors, LLC, Michael is also an independent agent who sells and services fixed insurance products.
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
04/23/2024 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
06/24/2011 - 11/30/2022
AEGIS CAPITAL CORP. (MELVILLE NY)
NY
11/03/2010 - 06/27/2011
GLOBAL ARENA CAPITAL CORP (NEW YORK NY)
NY
07/26/2006 - 11/02/2010
PRESTIGE FINANCIAL CENTER, INC. (MELVILLE NY)
NY
01/04/2006 - 08/04/2006
THE CONCORD EQUITY GROUP, LLC (SYOSSET NY)
FL
08/27/2003 - 12/31/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
OK
05/23/2003 - 09/12/2003
BENCHMARK SECURITIES GROUP, INC. (OKLAHOMA CITY OK)
BOTH
Issued 10/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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