Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moshe? Claim Your ProfileMoshe Lewis is a financial advisor with over 20 years of experience in the financial services industry. Moshe has a strong background in helping clients with their insurance planning needs utilizing fixed insurance products. Moshe is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in 13 states. Moshe has a Series 7, Series 63, and Series 65 license. Moshe is committed to providing his clients with personalized financial advice that meets their individual needs. Moshe specializes in a variety of areas, including financial planning, pension consulting, educational seminars, and selection of other advisors. Moshe is also a registered investment advisor in 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
NJ
06/06/2024 - Present
Osaic Wealth, Inc. (Cresskill NJ)
NJ
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Cresskill NJ)
NY
09/14/2016 - 07/11/2018
CAPITAL ONE INVESTING, LLC (BRONX NY)
NJ
05/21/2012 - 02/29/2016
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/15/2010 - 05/23/2012
MML INVESTORS SERVICES, LLC (NEW YORK NY)
OH
11/06/2007 - 07/28/2009
W&S BROKERAGE SERVICES, INC. (WILLOUGHBY OH)
CA
03/28/2007 - 10/17/2007
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
FL
05/03/2005 - 07/18/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
09/16/2004 - 03/08/2005
FIRST HUDSON FINANCIAL GROUP, INC. (NEW YORK NY)
NE
04/29/1999 - 10/02/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
01/04/1999 - 04/28/1999
GLENN MICHAEL FINANCIAL, INC.
NY
04/21/1997 - 04/28/1999
GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)
NY
10/11/1996 - 12/05/1996
AMERICORP SECURITIES, INC. (NEW YORK NY)
IA
Issued 06/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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