RY
Ronn Yaish
YAISH FINANCIAL
Bergenfield, NJ 07621
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CRD#: 6540248
RY
Professional summary
Ronn Yaish is a registered financial advisor currently at YAISH FINANCIAL located in Bergenfield, New Jersey.
Ronn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ronn has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ronn Yaish's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 2, 2015 - Present
YAISH FINANCIAL
Office #1: 83 Lee Place Suite 201, Bergenfield, NJ 07621RIA
CRD#: 269856
Bergenfield, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(9/2/2015)
IAR
New York(10/6/2021)
Current Firm
YF
YAISH FINANCIAL
YAISH FINANCIAL | YAISH FINANCIAL SERVICES LLC
CRD#: 269856 / SEC#:
New Jersey
Registered Investment Advisory firm - (9/2/2015 Approved)New York
Registered Investment Advisory firm - (9/15/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
83 Lee Place Suite 201, Bergenfield, NJ 07621
Mailing Address
Phone number
(201) 948-4040
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 15,864,426 |
Red Flags
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