Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boris? Claim Your ProfileBoris Epshteyn is a financial professional with over 12 years of experience in the securities industry. Boris is currently registered with Kenmar Securities, LLC in New York. Previously, Boris worked with TGP Securities, Inc. in Summit, NJ, and New York, NY, and West America Securities Corp in New York, NY. Boris has passed the Series 63, Series 62, Series 79TO, SIE, and Series 24 exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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NY
11/29/2023 - Present
Kenmar Securities, LLC (NEW YORK NY)
NJ
10/29/2018 - 11/29/2023
TGP SECURITIES, INC. (SUMMIT NJ)
NY
07/03/2013 - 03/14/2017
TGP SECURITIES, INC. (NEW YORK NY)
NY
12/14/2009 - 08/02/2013
WEST AMERICA SECURITIES CORP (NEW YORK NY)
BC
Issued 12/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2009
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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