Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yitzchok? Claim Your ProfileYitzchok Goodman is a financial advisor with B. Riley Wealth Advisors, Inc. with experience in the financial services industry dating back to December 19, 1982. Yitzchok Goodman has been registered with the Securities and Exchange Commission as an investment advisor representative since April 3, 2019 and has held this role at B. Riley Wealth Advisors, Inc. since July 2022. Prior to joining B. Riley Wealth Advisors, Inc., Yitzchok Goodman was a financial advisor at National Securities Corporation. Yitzchok Goodman has also held roles at Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., and Advest, Inc. Yitzchok Goodman holds a Series 3, Series 7, and Series 63 license in addition to the Series 65 and SIE.
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.
1
2
NY
12/01/2021 - Present
B. Riley Wealth Advisors, Inc. (Brooklyn NY)
NY
03/27/2019 - 07/22/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
06/01/2009 - 09/05/2018
MORGAN STANLEY (NEW YORK NY)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/22/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/01/1982 - 06/04/1984
ADVEST, INC.
IA
Issued 11/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1984
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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