Moshe CysnerCRD Number: 1016091
Current Firm: American Portfolios Advisors, Inc.
Moshe Cysner (CRD# 1016091) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 33 years of experience in the finance industry. Moshe Cysner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
American Portfolios Advisors, Inc.
Scholtz & Co
Royal Alliance Associates, Inc.
|American Portfolios Financial Services||Harrison, NY||Sep 2005 - Current||12|
|Guardian Life||New York, NY||Nov 1980 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
Total Assets Under Management3,158MILLIONS
Total Number of Accounts17,315ACCOUNTS
Average Account Value$182,412
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY