MM
ChFC
MM
ChFC
Mitchell Merber
42 Years of Experience
Uniondale, NY
2 DisclosuresBrokerSells Insurance
Mitchell Merber is a ChFC-designated registered investment advisor, based in Uniondale, NY, with 42 years of industry experience.
Location
50 Charles Lindbergh Blvd, Ste 420, Uniondale, NY, 11553
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2003Denied
Customer Dispute
November 2003Denied
Other Business ActivitiesSells Insurance
Mitchell is an agent/broker for Allied Wealth Partners, selling fixed insurance since 2014, dedicating minimal time. He also owns Merber Planning Services, used for health insurance and fixed annuity business, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2021 - August 2023 · 2 yrs 6 mos
Securian Financial Services, INC.Broker
January 2014 - August 2023 · 9 yrs 7 mos
New England SecuritiesBroker
June 2004 - January 2014 · 9 yrs 7 mos
Ws Griffith Securities, INC.Broker
May 1983 - June 2004 · 21 yrs 1 mo
Home Life Insurance CompanyBroker
May 1983 - October 1992 · 9 yrs 5 mos
State Registrations27 states
AZCACOCTDCFLGAMAMDMEMTNCNJNMNVNYOHPARISCTNTXUTVAVTWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.