Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yossi? Claim Your ProfileYossi Yakar has been in the financial services industry since 1994. Yossi is currently registered with Equity Services, Inc. Yossi is licensed in the state of New York, and Florida. Previous employers include RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, GLOBALINK SECURITIES, INC., W.J. NOLAN & COMPANY, INC., STUART, COLEMAN & CO., INC., INVESTORS ASSOCIATES, INC., and THE HARRIMAN GROUP, INC. Yossi is a licensed Investment Advisor Representative, and General Securities Representative. Yossi's areas of expertise include retirement planning, college savings, investment management, and insurance. Yossi is dedicated to providing personalized financial advice and solutions to help clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/22/2021 - Present
Equity Services, Inc. (NEW YORK NY)
NY
03/09/2002 - 04/01/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
06/11/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MA
02/26/2001 - 04/23/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
CA
08/04/1998 - 02/23/2001
GLOBALINK SECURITIES, INC. (PASADENA CA)
NY
05/23/1997 - 08/07/1998
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NY
08/30/1996 - 05/29/1997
STUART, COLEMAN & CO., INC. (NEW YORK NY)
NJ
07/19/1995 - 08/27/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
08/09/1994 - 07/07/1995
THE HARRIMAN GROUP, INC. (JERICHO NY)
BOTH
Issued 12/15/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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