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Yehuda Moshe Berman

Moelis & Co. LLC

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About Yehuda Moshe Berman

Yehuda Berman is a financial professional with over 2 years of experience in the industry. Yehuda is currently registered with Moelis & Co. LLC, a firm with a strong presence in the financial services industry. Yehuda holds the Series 79TO and SIE licenses, demonstrating expertise in investment banking and securities.

Firm Information

Yehuda Berman is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Yehuda Berman’s Registration & Firm History

NY

08/18/2023 - Present

Moelis & Co. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/18/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yehuda Moshe Berman.
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