Mike Yoken
Partner at National Financial Network
- Role
- Partner at National Financial Network
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Mike Yoken
WEALTH MATTERS: National Financial Network is a financial services firm that offers…
Experience
Partner
Sep 2023 — Present · Middleton, MA, US
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 900 STEWART AVE, SUITE 500, GARDEN CITY NY, 11530, 51••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. National Financial Network is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
Assumption University
BA, Accounting
1983 — 1987
Skills
- Wealth Accumulation
- Portfolio Management
- Financial Analysis
- Fixed Annuities
- Investments
- Mutual Funds
- Investment Advisory
- Asset Allocation
- Series 7
- Alternative Investments
- Life Insurance
- Finance
- Wealth
- 401k
- Insurance
- Retirement
- Long Term Care Insurance
- Securities
- Iras
- Wealth Management
- Retirement Planning
- 401k Rollovers
- Financial Advisory
- Estate Planning
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