Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yehuda? Claim Your ProfileYehuda Leib Flohr is a financial advisor with Cetera Investment Advisers LLC. Yehuda Leib has been in the industry since June 8, 1989. Yehuda Leib specializes in working with high-net-worth individuals, corporations, and other businesses, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities. Yehuda Leib is also registered with the following states: Florida, Maryland, New Jersey, and New York. Prior to joining Cetera Investment Advisers LLC, Yehuda Leib worked at Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Park Avenue Securities LLC, and Guardian Investor Services Corporation.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (MONROE NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (MONROE NY)
NY
01/10/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
05/03/1999 - 01/09/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/09/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 5/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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