Moshe Cysner

Current Employers

Employment History

• 11/1980 → Present
  Guardian Life
  New York, NY
• 09/2005 → 10/2024
  American Portfolios Financial Services
  Harrison, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2009-09-25 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2005-10-13 → 2005-10-21
  American Portfolios Advisors, Inc
  Holbrook, NY
• 1993-02-12 → 2003-07-23
  Nathan & Lewis Securities, Inc.
  Harrison, NY

Other Businesses

1. SELLS FIXED LIFE INSURANCE PRODUCTS, HEALTH INSURANCE, ASNNUITIES, DISABILITY INS. AND LTC AS AN AGENT FOR GUARDIAN LIFE AND A BROKER FOR OTHER COMPANIES. ALL BUSINESS IS DONE THROUGH MY OFFICE IN HARRISON, NY. I STARTED DOING FIXED INSURANCE SALES IN 1980. I DEVOTE APPROXIMATELY 10-15 HOURS PER WEEK TO INSURANCE SALES. I AM ALSO A LIMITED PARTNER IN A REAL ESTATE LIMITED PARTNERSHIP AND DEVOTE ZERO TIME TO IT. 2. MOSHE CYSNER, CFP 3. CYSNER FINANCIAL SERVICES - SELLS LIFE & HEALTH INSURANCE, LTC INSURANCE, DISABILITY INSURANCE, AND FIXED ANNUITIES. BROKER; $150,000.00/YR, 100 HRS PER MONTH, 5 HRS DURING MARKET HRS. 4. CYSNER FINANCIAL SERVICES, INC, POSITION: President NATURE: Sub-S corporation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 15 START DATE: 02/01/2010 ADDRESS: 105 Calvert Street (Ste 202), Harrison NY 10528, United States DESCRIPTION: Sale of fixed life insurance, fixed annuities, group health insurance, disability insurance and LTC insurance. Only work with existing clients and referrals. 5. MOSHE CYSNER POSITION: Independent Broker NATURE: Sole Proprietorship Broker for selling fixed life insurance products, group health insurance, fixed annuities, disability insurance, and Long Term Care insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 15 START DATE: 11/01/1980 ADDRESS: 105 Calvert Street (#202), Harrison NY 10528, United States DESCRIPTION: Brokerage duties in response to either existing clients' inquiries or referrals. I do not market for this activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-06-25

Designations

Other Names

• Morris Cysner
• Morris Cysner