Best Investors Account Sign in
Inactive

Zev Katz

Portfolio Strategies Inc Ny

Montvale, NJ

Claim This Profile
Current Employers
Portfolio Strategies Inc Ny

180 Summit Avenue Suite 200, Montvale, NJ 07645 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-03-05
  • NJ RA
    APPROVED
    Since 2024-03-05

Branch Locations

180 Summit Avenue Suite 200, Montvale, NJ 07645 • 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
Portfolio Strategies Inc. Montvale NJ 07/2020 Present
Genie Energy Newark NJ 01/2010 06/2020
  • 07/2020 → Present
    Portfolio Strategies Inc.
    Montvale, NJ
  • 01/2010 → 06/2020
    Genie Energy
    Newark, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-29
  • S65 Uniform Investment Adviser Law Examination
    2024-02-29

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
VOYA FINANCIAL ADVISORS, INC.
TD PRIVATE CLIENT WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
HUDSON COMPANIES
WESTMORE ASSET MANAGEMENT
HAIDAR CAPITAL MANAGEMENT LLC

Other Investors

VLADISLAV ZHERENOVSKY
Robert Joseph Castella
FRANK DOMINICK DEDIO
KARL STUART NELSON
Michael Littmann
Joshua Maurizio Comune
KATELYN MAE KOUMBEM
ERIC LESLIE KOHLMEIER

Other Offices

LPL FINANCIAL LLC · MONTVALE, NJ
VOYA FINANCIAL ADVISORS, INC. · MONTVALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Montvale, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARK RIDGE, NJ
OSAIC WEALTH, INC. · PARK RIDGE, NJ
HUDSON COMPANIES · PEARL RIVER, NY
WESTMORE ASSET MANAGEMENT · PEARL RIVER, NY
HAIDAR CAPITAL MANAGEMENT LLC · PEARL RIVER, NY

More in Montvale, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor