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200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-10 |
Branch Locations
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Dba My Benefits Solution | Bayville | NY | 08/2001 | 11/2020 |
| Usa Financial Securities Corporation | Ada | MI | 08/2012 | 01/2017 |
| Total Financial Advisors, Llc | Bethpage | NY | 05/2019 | 06/2019 |
| Lebenthal Global Advisors, Llc | Hauppauge | NY | 01/2023 | Present |
| Goldman Sachs Personal Financial Management | Bethpage | NY | 12/2020 | 12/2022 |
Keith A. Chatel DBA My Benefits Solution Insurance Agent 24 17th Street Bayville, NY 11709 Insurance/non-investment related 01/03/2023 15-20 hours a week depending on season. Discovery meeting with prospects. Prepare and present proposals. Enrollment and annual reviews.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-27 |
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