Moshe Feinstein (CRD# 7544134) is an Investment Advisor Representative working at Mml Investors Services, LLC in Freehold, NJ and has 1 year of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Freehold, NJ | Aug 2022 - Current | 1 |
| Massmutual Life Insurance Co | Freehold, NJ | Jul 2022 - Current | 1 |
| Nylife Securities, LLC | New York, NY | Apr 2022 - Jun 2022 | < 1 |
| Bais Reuven Kamenitz | Lakewood, NJ | Sep 2021 - Jun 2022 | < 1 |
| Thera Era LLC | Lakewood, NJ | Dec 2017 - Dec 2021 | 4 |
| Beth Medrash Govoha | Lakewood, NJ | Apr 2014 - Apr 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- NJ
-
Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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