Ira Robert Yermish

Current Employers

Employment History

• 09/2014 → 06/2021
  Voya Financial Advisors
  Havertown, PA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-12-05 → 2021-06-09
  Voya Financial Advisors, Inc.
  Charlotte, NC
  Havertown, PA
  Pinehurst, NC
  Windsor, CT

Other Businesses

1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 29 BALA AVE STE 204; BALA CYNWYD; PA; 19004; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/29/2013; 30; 15; SALES OF FIXED INSURANCE PRODUCTS| 2) NAME OF ENTITY: Physicians Financial Partners; No; 100 WINNERS CIRCLE STE 100; BRENTWOOD; TN; 37027; life, disability, LTC & medicare supplements; Vetted Provider; 9/1/2013; 10; 10; follow-up on physician leads - sell insurance products| 3) NAME OF ENTITY: Yermish Financial Management, LLC; Yes; 2009 E DARBY RD; HAVERTOWN; PA; 19083; FINANCIAL SERVICES/DBA; OWNER/PRINCIPAL; 9/20/2013; 160; 160; SELL AND SERVICE OF FIXED INSURANCE, SECURITIES & INVESTMENT PRODUCTS.| 4) NAME OF OTHER BUSINESS: KELJAM PROPERTIES; INVESTMENT RELATED: NO; ADDRESS: 7 GOSHAWK LITTLETON, CO 80127; NATURE OF BUSINESS: REAL ESTATE INVESTMENT; START DATE: 06/2025; POSITION/TITLE/RELATIONSHIP: INVESTOR; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: INVESTMENT INTO MULTI FAMILY RENTAL PROPERTIES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-03-21

Designations

Other Names

• Bob Yermish