Yoel Kaplowitz, financial advisor Belmar NJ
90 score

Yoel Kaplowitz

CRD Number: 6114542
Current Firm: Securian Financial Services, Inc.

Yoel Kaplowitz (CRD# 6114542) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Belmar, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mid Atlantic Resource Group LLC Wall, NJ Sep 2012 - Current 4
Securian Financial Services Inc. St Paul, MN Sep 2012 - Current 4
Minnesota Life Insurance Company St Paul, MN Sep 2012 - Current 4
Securian Financial Services Inc. St Paul, MN Aug 2012 - Sep 2012 < 1
Bais Medrash Ltorah Lakewood, NJ Feb 2009 - Sep 2012 3
Yoel Kaplowitz Lakewood, NJ Jan 1999 - Feb 2009 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Yoel Kaplowitz
Phone Number: 651-665-5609
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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