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Yale J Levey is a financial advisor professional located in Forked River, NJ. They specialize in financial advisory. With over 37 years of experience, they bring deep expertise to every client.
Yale J Levey - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Yale J Levey operates as a financial advisor with Osaic Wealth, Inc., based in Forked River, New Jersey. With 37 years in the financial services industry, Levey brings extensive experience to client relationships. His professional registration is maintained through FINRA CRD license number 1847720, which tracks his standing within the securities industry regulatory framework.
A FINRA CRD license indicates that Yale J Levey is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization overseeing securities brokers and advisors in the United States. This registration means Levey has met specific educational and compliance requirements to conduct securities business and is subject to ongoing regulatory oversight. The CRD number serves as his unique identifier within FINRA's Central Registration Depository, allowing clients and regulators to verify his licensing status and disciplinary history.