Moses Glanzer

BENEFIT FUNDING SERVICES

Brooklyn, NY 11249

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CRD#: 2444674

Professional summary

Moses Glanzer is a registered financial professional currently at BENEFIT FUNDING SERVICES, LLC located in Brooklyn, New York.

Moses is registered as a RR (Registered Representative) and started their career in finance in 1994. Moses has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Name: Moses Glanzer Inv rel: Y Add: At Residential Address Nature: Rental Property Position: Owner Start date: 06/2012 No. HR/MO: 1 No. HR/MO during sec trading: 1 Describe duties: Landlord. (2) Name: Moishe Glanzer LLC Inv rel: Y Add: 140 Ludlow Avenue, Northvale, NJ 07647 Nature: Outside Insurance Position: Agent Start date: 3/19/2012 No. HR/MO: 10 No. HR/MO during sec trading: 3 Describe duties: Life, Accident, Health, Long-Term Care, Property & Casualty. (3) Name: First Financial Resources Group, LLC Inv rel: Y Add: 100 Spectrum Center Dr, Suite #400, Irvine, CA 92618 Nature: Outside Insurance Position: Minority Owner of an insurance producer group Start date: 6/17/22 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: Life

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Moses Glanzer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 10, 2025 - Present

BENEFIT FUNDING SERVICES, LLC

Office #1: 63 Penn Street, Brooklyn, NY 11249

CRD#: 44079

Brooklyn, NY

Past

June 14, 2021 - March 11, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

New York, NY

Past

March 25, 2017 - March 11, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

New York, NY

Past

February 22, 1994 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

February 22, 1994 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BROOKLYN, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(3/10/2025)

New Jersey
(3/10/2025)

New York
(3/10/2025)

Exams

State Security Law Exam

Series 63

Date: 2/11/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/19/1994

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

BENEFIT FUNDING SERVICES, LLC

CRD#: 44079 / SEC#: , 8-50527

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

100 Spectrum Center Drive Suite 400, Irvine, CA 92618

Mailing Address

100 Spectrum Center Drive Suite 400, Irvine, CA 92618

Phone number

(424) 476-5445

Established

Nevada since 09/11/1997

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (49 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
BFS HOLDINGS, LLC	OWNER
WEBB, WILLIAM DUDLEY JR	PRESIDENT, FINOP AND CHIEF COMPLIANCE OFFICER	1256777

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Moses Glanzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Moses Glanzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENEFIT FUNDING SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/11/1994

SIE

Date: 10/1/2018

Series 6

Date: 1/19/1994

FINRA

Current Firm

BENEFIT FUNDING SERVICES, LLC

Contact information

FINRA licenses (49 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

BENEFIT FUNDING SERVICES, LLC

TRUST BUT VERIFY

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