Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yehoshua? Claim Your ProfileYehoshua Leibel Sternbach is a registered Investment Advisor Representative in New York. Yehoshua is associated with Yields FOR YOU, LLC, and has been in the industry since September 2013. Yehoshua has a Series 65 license and holds a Chartered Financial Consultant designation. Yehoshua works with individuals and high-net-worth individuals. The firm offers financial planning, educational seminars, portfolio management, and selection of other advisors. In addition to their role at Yields FOR YOU, LLC, Yehoshua is also involved with Bailey Management LLC and Yields for You Fund Management, Inc. They are also a Portfolio Manager for Teucrium Investment Advisors LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Group coaching
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
08/13/2022 - Present
Yields FOR YOU, LLC (MELVILLE NY)
IA
Issued 03/10/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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