![Theresa Yarosh, financial advisor Fair Lawn NJ](/img/ws/profile-blank-sq.png)
Theresa Yarosh (CRD# 1693824) is an Investment Advisor Representative working at Npa Asset Management, LLC in Fair Lawn, NJ and has over 17 years of experience in the finance industry. Theresa Yarosh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4632189
Sarsi, LLC
![Alexander Bass, financial advisor Fair Lawn NJ](/img/ws/profile-blank-sq.png)
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Nationwide Planning Associates, Inc. | Paramus, NJ | Nov 2011 - Current | 12 |
Npa Asset Management | Paramus, NJ | Nov 2011 - Current | 12 |
Penn Mutual Life Ins Co | Horsham, PA | May 2011 - Current | 13 |
International Planning Alliance, LLC | South Plainfield, NJ | Nov 2005 - Current | 18 |
Guardian Life Insurance Co | Fairfield, NJ | Sep 2005 - Current | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- NJ
-
Total Assets Under Management883MILLIONS
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Total Number of Accounts2,853ACCOUNTS
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Average Account Value$309,372
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
CA, CT, FL, GA, IL, KS, NJ, NY, PA, PR, RI, TN, TX
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