Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mordechai? Claim Your ProfileMordechai Meisels is a financial advisor who has been in the industry since 1998. He is currently registered with Park Avenue Securities LLC and has been with the firm since 2009. Prior to that, Mordechai Meisels worked at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mordechai Meisels holds Series 7, 31, 63, and 65 licenses as well as the SIE exam. His services include financial planning, portfolio management for individuals and selection of other advisers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
NY
04/16/2021 - Present
Park Avenue Securities LLC (NEW CITY NY)
NY
01/30/2009 - 04/30/2009
PURSHE KAPLAN STERLING INVESTMENTS (WESLEY HILLS NY)
NJ
03/26/2004 - 02/19/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
11/11/1998 - 03/31/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/06/1998 - 11/09/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
IA
Issued 06/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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