Andre Yoskowitz (CRD# 5779617) is an Investment Advisor Representative working at Copper Financial in New York, NY and has over 13 years of experience in the finance industry. Andre Yoskowitz 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# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Copper Financial Network LLC | Lenexa, KS | Jan 2021 - Current | 3 |
| Unfcu Advisors LLC | New York, NY | Jan 2021 - Sep 2022 | 1 |
| United Nations Federal Credit Union | New York, NY | Jan 2021 - Feb 2022 | 1 |
| Jp Morgan Chase Bank Na | Bronx, NY | Nov 2015 - Jan 2021 | 5 |
| J.p. Morgan Securities LLC | Bronx, NY | Oct 2012 - Jan 2021 | 8 |
| Afterdawn.com | Bronx, NY | Aug 2014 - May 2019 | 4 |
| Jpmorgan Chase Bank | Bronx, NY | Jan 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- NY
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Total Assets Under Management306MILLIONS
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Total Number of Accounts2,791ACCOUNTS
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Average Account Value$109,799
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AR, AZ, CA, CO, CT, FL, GA, IA, IL, KS, LA, MA, MD, MN, MO, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
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