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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shalom? Claim Your ProfileShalom Moldavski is a registered investment advisor representative with MML Investors Services, LLC, based in FT Lauderdale, FL. Shalom has been in the financial services industry since February 2015 and holds Series 6, 63, and 65 licenses as well as the SIE. Shalom is registered to provide investment advice in 15 states, including Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, New York, North Carolina, Ohio, Oklahoma, Oregon, Texas, Vermont and Washington. Shalom works with a variety of clients, including high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Shalom offers a range of investment advisory services, including financial planning, asset allocation programs, and portfolio management for individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
11/16/2022 - Present
MML Investors Services, LLC (FT LAUDERDALE FL)
FL
02/27/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
BC
Issued 10/04/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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