Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moshe? Claim Your ProfileMoshe Cysner is an Investment Advisor Representative and a Registered Representative with Osaic Wealth, Inc. Moshe has been working in the financial services industry since 1983. Moshe has a Certified Financial Planner (CFP) designation and has experience in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Moshe is also licensed to sell life insurance products, health insurance, annuities, disability insurance, and long-term care insurance. Moshe is registered with the state of Connecticut, Louisiana, New Mexico, New York, North Carolina, Pennsylvania, and South Carolina.
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
01/01/2025 - Present
Osaic Wealth, Inc. (HARRISON NY)
CA
08/01/2003 - 09/16/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
05/03/1999 - 08/26/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
09/26/1984 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
05/01/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
08/27/1984 - 09/18/1984
NATHAN, LEWIS & GRANT, INC.
NA
11/22/1983 - 09/10/1984
GUARDIAN INVESTOR SERVICES CORPORATION
BC
Issued 06/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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