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Oran Yacobi is a financial advisor professional located in Suffern, NY. They specialize in financial advisory. With over 12 years of experience, they bring deep expertise to every client.
Oran Yacobi - Ameriprise Financial Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Oran Yacobi is a financial advisor based in Suffern, NY, with 12 years of experience in the financial services industry. Operating through Ameriprise Financial Services, LLC, Yacobi works with clients on financial planning and advisory services. His registration with FINRA (Financial Industry Regulatory Authority) through CRD #2925385 indicates he operates under the oversight of this self-regulatory organization that governs securities professionals and brokers across the United States.
Oran Yacobi's FINRA CRD registration means he is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for securities brokers and financial professionals in the United States. This registration allows him to offer investment advice and conduct securities transactions on behalf of clients. FINRA maintains strict compliance and conduct standards, and registered representatives must pass qualifying exams and meet continuing education requirements. The CRD number serves as his unique identifier in FINRA's database, allowing clients and regulators to verify his registration status and review any disciplinary history.