Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morton? Claim Your ProfileMorton Lembeck is an experienced financial advisor with over 50 years of industry experience. Morton is currently registered with Equitable Advisors, LLC and has a wide range of experience in the industry. Morton is licensed in multiple states including New York, New Jersey and Texas.
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.
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2
NY
07/09/2024 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
02/13/2017 - 07/25/2024
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NY
12/14/2012 - 12/22/2016
WUNDERLICH SECURITIES, INC. (New York NY)
NY
11/06/2000 - 12/17/2012
SANDERS MORRIS HARRIS INC. (NEW YORK NY)
NY
05/21/1990 - 11/24/2000
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
01/29/1988 - 05/23/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
12/06/1963 - 02/05/1988
L. F. ROTHSCHILD & CO. INCORPORATED
BOTH
Issued 02/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/13/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 09/17/1959
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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