Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yitzchak? Claim Your ProfileYitzchak Goldsmith is a financial advisor with MML Investors Services, LLC, a firm registered with FINRA and the SEC. Yitzchak is a registered representative with the firm, holding Series 7 and Series 63 licenses. Yitzchak's career in the financial industry began on September 10, 2008, and has worked with clients of all types, including individuals, corporations, and pension plans. Yitzchak is also a Certified Financial Planner (CFP). The advisor has worked at previous firms including METLIFE SECURITIES INC.
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
NJ
08/10/2023 - Present
MML Investors Services, LLC (Lakewood NJ)
NJ
09/09/2008 - 12/01/2015
METLIFE SECURITIES INC. (TINTON FALLS NJ)
BC
Issued 12/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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