In 2014, Mitchell I. Merber, CLU®, ChFC®, RHU, joined Allied Wealth Partners as a Senior Financial Advisor. As a reputable 30 year veteran in the insurance and investment industry, Mitchell builds towards financial freedom through his strategic approach to wealth management. Families and business owners are accustomed to hands-on support, extensive resources and a team of committed financial experts throughout the experience.
Mitchell’s career began in 1980 as a Manager of Disability Income for Home Life Insurance. Over the years he has consistently qualified for company top honor awards. Mitchell is a life member of Million Dollar Round Table (MDRT) and has achieved Court of the Table and Top of the Table status on numerous occasions.
He is a proud graduate of the State University of New York at Oneonta, with a Bachelor of Science in Business Economics and a minor in Educational Psychology. Mitchell obtained his Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations in 1983 and in 1984 obtained his Chartered Financial Consultant designation (ChFC).
Mitchell is recognized as a member of the National Association of Insurance and Financial Advisors (NAIFA). He is also a member of the National Association of Health Underwriters (NAHU) and member of the Association for Advanced Life Underwriting (AALU).
Mitchell currently lives in Dix Hills, New York with his wife Vicki and has three grown children.
Mitchell I. Merber, CLU®, ChFC®, RHU
Allied Wealth Partners
50 Charles Lindberg Blvd. St. 420
Uniondale, NY 11553
National Association of Insurance and Financial Advisors (NAIFA)
National Association of Health Underwriters (NAHU)
Association for Advanced Life Underwriting (AALU)
Registrations & Licenses:
Series 7, 63 Registered
Life, Health and Accident Licensed
Mitchell I. Merber, CLU®, ChFC®, RHU is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. Tracking #: 887692 DOFU: 4/2014