Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irwin? Claim Your ProfileIrwin Scheineson is a financial advisor who has been in the industry since 1982. Irwin Scheineson is currently registered as a broker-dealer in the states of Florida and Ohio. Irwin Scheineson also holds several professional licenses, including the Series 6, 7, 22, 24, 63, and 65. Irwin Scheineson has worked for L.m. Kohn & Co. since 1998. Prior to that, Irwin Scheineson worked for several other firms, including Commonwealth Equity Services, Inc., Kavanaugh Securities, Inc., NYLIFE Securities Inc., and Walnut Street Securities, Inc. Irwin Scheineson provides financial planning services to individuals and businesses. Irwin Scheineson also manages investment portfolios for both individuals and businesses. Irwin Scheineson is a registered representative of L.m. Kohn & Co.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Flat commission/execution fee
1
2
OH
10/29/1999 - Present
L.m. Kohn & Co. (CINCINNATI OH)
MA
07/06/1992 - 03/23/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
TX
08/18/1988 - 07/06/1992
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
12/21/1982 - 09/29/1988
NYLIFE SECURITIES INC.
NA
06/22/1987 - 04/05/1988
WALNUT STREET SECURITIES, INC.
IA
Issued 04/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/20/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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