Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yehuda? Claim Your ProfileYehuda Fisch is an investment advisor representative at Cetera Investment Advisers LLC. Yehuda is a registered investment advisor in New York and holds Series 63, Series 65, Series 7, Series 9, Series 10, SIE and Series 99TO securities licenses. Yehuda has been working in the financial services industry since 1997. Prior to joining Cetera, Yehuda was a registered representative at First Allied Securities, Inc. Yehuda also has experience as a registered representative at Wachovia Securities Financial Network, LLC, JWGenesis Securities, Inc., GSG Securities, Inc. and Chatfield Dean & Co., Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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2
NY
03/31/2021 - Present
Cetera Investment Advisers LLC (CENTRAL VALLEY NY)
NY
02/28/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (CENTRAL VALLEY NY)
NJ
01/02/2001 - 02/29/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (WOODBRIDGE NJ)
FL
01/03/2000 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
FL
01/04/1999 - 12/31/1999
GSG SECURITIES, INC. (BOCA RATON FL)
CO
09/09/1997 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 8/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/9/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/9/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/20/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/3/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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