Unclaimed
Bryan Jay Slotkin is a registered representative with PJT Partners LP based in Santa Monica, CA. Bryan has been working in the financial services industry since 2000. Bryan holds a Series 7, Series 24, Series 63, and Series 79TO license and has experience with Goldman Sachs & Co. LLC, Citigroup Global Markets Inc., Banc of America Securities LLC, Sands Brothers & Co., LTD., and Olde Discount Corporation.
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.
1
2
CA
06/11/2018 - Present
PJT Partners LP (Santa Monica CA)
NY
05/23/2007 - 07/31/2017
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
05/13/2005 - 05/18/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/07/2000 - 04/18/2005
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
03/13/1996 - 11/06/1996
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
MI
10/04/1995 - 03/28/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 11/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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