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Hylan Moises

North Star Financial Advisor

415 Detroit Street Suite 100

Ann Arbor, MI 48104

734-213-6240

About North Star Financial Advisor

Our mission at North Star Financial Advisors is to provide you with the leadership and broad range of trusted advice to navigate your way to financial security, however you may define it.

Because we are independent Investment Adviser Representatives, we have the advantage of gaining access to a very broad array of investment and insurance choices. We work only for you and keep your best interests in mind. We have no hidden pressures or incentives from company executives.

General Information

Firm Start Year

CRD#

4855954

Firm CRD#

8032

Insurance License#

MI 0353254 NPN 8312646

Name of Broker/Dealer

COMMONWEALTH FINANCIAL NETWORK

States Licensed in

AZ, CA, FL, GA, IL, MI, MT, NV, NY, OH, TX, VA, WA

Years of Experience in Financial Services

17

Number of Years with Current Firm

15

Work Experience

My past business expertise includes operating as an independent consultant to several biotechnology firms and the Division of Gastroenterology at the UM Medical Center. I am a managing partner for several private commercial property ventures. My voluntary and public service responsibilities have included serving on the board for a non-profit alternative health clinic in Ann Arbor, board member of the UM Retirement Association, and member of the Rotary Club of Ann Arbor.

I work with the following types of clients

Individual Investors, Businesses

Foreign Languages Serviced

German, Spanish

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning

Services

Investment Types

Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Our Offices, Via Email, Via Phone, Video Conference, At my office, At your office

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Annuity, Health, Life, Variable Annuity, Long Term Care, Disability

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Disclosures

Disclaimer

This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IL, MI, MT, NV, NY, OH, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.