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Ronn Yaish

Yaish Financial

Bergenfield, NJ

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Current Employers
Yaish Financial

83 Lee Place Suite 201, Bergenfield, NJ 07621 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-06
NJ RA APPROVED 2015-09-02
  • NY RA
    APPROVED
    Since 2021-10-06
  • NJ RA
    APPROVED
    Since 2015-09-02

Branch Locations

83 Lee Place Suite 201, Bergenfield, NJ 07621 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Yaish Financial Services Llc Bergenfield NJ 05/2015 Present
  • 05/2015 → Present
    Yaish Financial Services Llc
    Bergenfield, NJ
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-20
  • S65 Uniform Investment Adviser Law Examination
    2014-11-20

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