MA
CFP · ChFC
MA
CFP · ChFC
Moshe Alpert is a CFP, ChFC-designated registered investment advisor, based in Far Rockaway, NY, with 11 years of industry experience. Moshe is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Far Rockaway, NY
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Regulatory History (1)
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Employment Separation After Allegations
August 2026Employment History
Current Registrations
Vanderbilt Advisory Services
September 2026 - Present · 1 mo
Vanderbilt Securities, LLCBroker
September 2026 - Present · 1 mo
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
September 2015 - September 2026 · 11 yrs
State Registrations18 states
AZCACTFLILKSMAMDMIMNNJNVNYOHPASCTXWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.