Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zvika? Claim Your ProfileZvika Feldman is an investment advisor representative for 1818 Private Client Group, LLC. Zvika is registered in Florida. Zvika has been in the industry since May 2007 and previously worked for Leumi Investment Services Inc. Zvika holds Series 66 and Series 7 licenses.
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.
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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FL
09/17/2021 - Present
1818 Private Client Group, LLC (AVENTURA FL)
FL
05/16/2007 - 04/13/2021
LEUMI INVESTMENT SERVICES INC. (AVENTURA FL)
BOTH
Issued 07/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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