Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Leibowitz is a financial professional with over 30 years of experience in the financial industry. Warren is currently registered with Avantax Advisory Services and holds Series 6, SIE, and Series 63 licenses. Previously, Warren was a registered representative with PRIME CAPITAL SERVICES, INC., and H.D. VEST INVESTMENT SECURITIES, INC. Warren specializes in providing financial planning and investment advice to individuals, businesses, and pension and profit-sharing plans. Warren is also a tax preparer and accountant and has experience in estate administration.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/24/2021 - Present
Avantax Advisory Services (NEW YORK NY)
NY
07/30/1999 - 06/10/2009
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
TX
02/05/1993 - 10/07/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 01/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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