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Yoram Katz

EXCELL TECHNOLOGY VENTURES, INC.·ROCHESTER, New York
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150 VERONA STREET, ROCHESTER, NY 14608-1733CRD# 7475688Firm CRD# 317790
01

About

Yoram Katz is a registered financial advisor based in ROCHESTER, New York, affiliated with EXCELL TECHNOLOGY VENTURES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
EXCELL TECHNOLOGY VENTURES, INC.
EXCELL TECHNOLOGY VENTURES
AUM
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Regulatory assets under management
Employees
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Total firm employees
View all advisors at EXCELL TECHNOLOGY VENTURES, INC. →
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 7475688
Firm CRD# 317790
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Yoram Katz offer?
Yoram Katz is a registered financial advisor in ROCHESTER, New York. Contact their office for details on services offered.
What are Yoram Katz's credentials?
Yoram Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yoram Katz located?
Yoram Katz is based in ROCHESTER, New York, working with EXCELL TECHNOLOGY VENTURES, INC.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How large is EXCELL TECHNOLOGY VENTURES, INC.?
EXCELL TECHNOLOGY VENTURES, INC. is a registered investment adviser with the SEC. See their Form ADV for full details.
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