Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yonatan? Claim Your ProfileYonatan Reiss Marom is a financial advisor who has been in the industry since June 13, 2010. Yonatan is currently registered with Raymond James & Associates, Inc. and has been in this role since December 2021. Prior to joining Raymond James & Associates, Inc., Yonatan was employed by CITIGROUP GLOBAL MARKETS INC. for eight years, and WELLS FARGO ADVISORS, LLC for three years. Yonatan is registered in 27 states. In addition to their work as a financial advisor, Yonatan is also involved in a number of other businesses, including rental real estate, a lake house management company, a laser outlet business, and a suite management company.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
12/12/2021 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
10/30/2013 - 12/03/2021
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NJ
06/08/2010 - 10/23/2013
WELLS FARGO ADVISORS, LLC (TENAFLY NJ)
IA
Issued 03/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Yonatan Marom is the right advisor for you? Invested Better is here to help.
