Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shlomo? Claim Your ProfileShlomo Finkel is a financial advisor with over 15 years of experience in the industry. Shlomo currently works at B. Riley Wealth Management, a firm focused on providing a wide range of wealth management services. Shlomo has a broad range of experience in the financial services industry and holds the Series 7 and Series 63 licenses. Shlomo is registered with FINRA and is licensed to provide investment advice in Delaware, Florida, Illinois, Michigan, New Jersey, New York, Texas and Virginia. Previously Shlomo has worked at NATIONAL SECURITIES CORPORATION, BOLTON GLOBAL CAPITAL and METLIFE SECURITIES INC. Shlomo Finkel is committed to helping clients achieve their financial goals.
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.
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.
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2
FL
07/22/2022 - Present
B. Riley Wealth Management (Boca Raton FL)
NJ
09/14/2016 - 07/22/2022
NATIONAL SECURITIES CORPORATION (JACKSON NJ)
NJ
02/06/2013 - 09/02/2016
BOLTON GLOBAL CAPITAL (JACKSON NJ)
NJ
08/23/2007 - 01/02/2013
METLIFE SECURITIES INC. (LAKEWOOD NJ)
BC
Issued 09/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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