| Advisor Profile |
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| Name: |
Michael Leibowiz |
| Phone Number: |
(646) 233-2689 |
| Website: |
Visit Website
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Business Description |
| Performing an in depth and comprehensive analysis that helps maximize clients wealth while increasing protection against unexpected life events and unnecessary taxes. |
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General Information |
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| States Licensed in: |
NY, NJ, NV
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| Years of Experience in Financial Services: |
14
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Education |
| Academic Background |
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BBA in Finance, from Baruch College
MBA in Finance, from Wagner College |
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Services |
| Investment Types: |
Variable Insurance Products, Mutual Funds, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Mutual Fund Consultant, Certified Financial Planner, Registered Investment Advisor (RIA) (State or SEC) or RIA representative
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| Securities Licenses: |
Series 65, Series 7, Series 63
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Firm Information |
| Number of Advisors in Office: |
100 - 999 employees
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
100,000
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| Compensation Methods: |
Commissions, Based on Assets
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| Prepared By: |
Michael Leibowiz |
| Most Recent Update: |
07/24/2008 |
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