Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darin? Claim Your ProfileDarin Schatzman is a Registered Representative and Investment Adviser Representative with Kaufman Rossin Wealth, LLC, a firm based in Miami, FL. Darin has been in the financial services industry since 2003 and has experience with a variety of firms, including Kestra Investment Services, LLC and Jefferson Pilot Securities Corporation. Darin holds the Series 6, 63, and 65 securities licenses and has experience in financial planning, portfolio management, and pension consulting. Darin is also affiliated with Lion Street Financial.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/12/2024 - Present
Kaufman Rossin Wealth, LLC (MIAMI FL)
FL
03/28/2022 - 05/18/2023
TRIAD ADVISORS LLC (Miami FL)
FL
02/13/2007 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Miami FL)
FL
03/05/2003 - 02/16/2007
JEFFERSON PILOT SECURITIES CORPORATION (MIAMI FL)
IA
Issued 05/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Darin Schatzman is the right advisor for you? Invested Better is here to help.
