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Joan Ellen Yasolsky

Tuttle Financial Services, Ltd.

New York, NY

CRD 2252810

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Employer firm

Tuttle Financial Services, Ltd. CRD 141505

4 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Tuttle Financial Services, Ltd.

119 West 24Th Street 4Th Floor, New York, NY 10011-1913 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-20
  • NY RA
    APPROVED
    Since 2021-07-20

Branch Locations

119 West 24Th Street 4Th Floor, New York, NY 10011-1913 • 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
Comprehensive Corporate Care, Llc New York NY 04/2003 Present
Tuttle Financial Services, Ltd. New York NY 05/2006 Present
Other Businesses

Independent insurance agent/broker. Investment-related. 252 7th Avenue, New York, NY 10001. Fixed insurance products. Sole proprietor. 2002. 4 hours per month all during securities trading hours. Evaluating fixed insurance products for clients.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-12-21
  • S63 Uniform Securities Agent State Law Examination
    1992-12-21
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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