Sourcing
Firms
People
Sources
BERNARD KATZ
C
45
IAR CRD 1086995
·
Industry start 1986-01-18
Identity
Legal name
BERNARD KATZ
brokercheck
CRD
1086995
NPN
—
Career
Previous employments
LIFE PLANNING INC.
1986-01-21
brokercheck
Current branches
—
Designations
—
Education
—
BrokerCheck signals
Industry start
1986-01-18
brokercheck
Est. age
62
brokercheck
Age confidence
—
Est. birth year
1964
brokercheck
BC active
No
brokercheck
IA active
Yes
brokercheck
Disclosures
No
brokercheck
Private residence
No
Firm affiliations
1
WEALTH EFFECTS LLC
IAR
CRD 315244