Shlomo Fingerer
Financial Services Professional | Series 7 & 63 Licensed | Wealth Management & Financial Planning | Psychology of Decision-Making
- Role
- Financial Representative at Northwestern Mutual
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Shlomo Fingerer
I’m a financial advisor who brings together two worlds — rigorous, detail-driven thinking…
Experience
Financial Representative
May 2024 — Present · US
Guiding families and business owners to reduce taxes, protect assets, and build long-term financial strategies.Focus areas:• Advanced tax planning• Asset protection and risk management• Generational wealth and estate strategiesMy approach combines Ivy League insights, rabbinic ethics, and world-class mentorship to deliver clarity, security, and peace of mind.
Skills
- Trading Systems
- Financial Modeling
- Hedging
- Options
- Financial Markets
- Securities
- Investment Strategies
- Philosophy
- Asset Management
- Equity Trading
- Teaching
- Private Equity
- Risk Management
- Asset Allocation
- Long-Term Care
- Fx Options
- Financial Education
- Business Strategy
- Investment Advisory
- Youth Programs
- Wealth Management
- Mutual Funds
- Talmudic Studies
- Object-Oriented Programming (Oop)
- Investments
- Bloomberg
- Alternative Investments
- Java
- Valuation
- Derivatives
- Electronic Trading
- Emerging Markets
- Series 7
- Portfolio Management
- Financial Analysis
- Fixed Income
- Equity Valuation
- Investment Banking
- Financial Advisory
- Economics
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.