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83 Lee Place Suite 201, Bergenfield, NJ 07621 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-06 |
| NJ | RA | APPROVED | 2015-09-02 |
Branch Locations
83 Lee Place Suite 201, Bergenfield, NJ 07621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yaish Financial Services Llc | Bergenfield | NJ | 05/2015 | Present |
RONN YAISH INSURANCE AGENT; LIFE INSURANCE AGENT; INVESTMENT-RELATED; 83 LEE PLACE, SUITE 303, BERGENFIELD NJ 07621; 2018-06-08; PROVIDES LIFE INSURANCE VIA A BGA. OFFERS LIFE INSURANCE PRODUCTS SUCH AS TERM INSURANCE, PERMANENT INSURANCE, AND ANNUITIES. (DOES NOT OFFER VARIABLE ANNUITIES) THE LOCATION OF BUSINESS IS MERELY A MEANS TO GET AND SEND MAIL. NO BUSINESS IS CONDUCTED IN PERSON/ONSITE; FULFILLS THE ROLE AND DUTY OF A LICENSE INSURANCE AGENT AS DICTATED BY THE RESPECTIVE STATES. CURRENTLY LICENSED IN NJ, NY, PA, CA, TEXAS, GA AND FL; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 2; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 5; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 5. YAISH MEDIA GROUP; 83 LEE PLACE; NOT INVESTMENT-RELATED; ONLINE BUSINESS AND AFFILIATE MARKETING BUSINESS, OFFERING COURSES, MEMBERSHIP SPEAKING AND CONSULTATION IN LEADERSHIP, ONLINE MARKETING AND EDUCATION OF PERSONAL FINANCE; FOUNDER; CREATING AND SHARING EDUCATIONAL CONTENT ONLINE IN THE FORM OF A COURSE, BLOG, PODCAST AND OR VLOG; SHARING EDUCATIONAL CONTENT WITH CURRENT AND PROSPECTIVE CLIENTS IN THE FORM OF MONTHLY EDUCATIONAL DIGITAL NEWSLETTERS OR UPDATES; START DATE WITH BUSINESS: 2019-03-25; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 6; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 40; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-20 |
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