Mitchell I. Merber
In 2014, Mitchell I. Merber, CLU®, ChFC®, RHU, joined Allied Wealth Partners as a Senior Financial Advisor. As a reputable 40 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.
Registered representative and investment advisor representative of Securian Financial Services.
Contact Information:
Mitchell I. Merber, CLU®, ChFC®, RHU
Allied Wealth Partners
50 Charles Lindberg Blvd. St. 420
Uniondale, NY 11553
O: 516-705-9769
F: 516-740-2830
E: mmerber@alliedwealthpartners.com
W: www.alliedwealthpartners.com
Professional Affiliations:
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
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
