Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irwin? Claim Your ProfileIrwin Kaufman is a financial advisor registered with Avantax Investment Services, Inc. Irwin Kaufman is a registered representative with the firm Avantax Investment Services, Inc. located in Brooklyn, NY. Irwin Kaufman has over 22 years of experience in the financial services industry. Prior to joining Avantax Investment Services, Inc., Irwin Kaufman worked at AXA ADVISORS, LLC in Brooklyn, NY, TERRA SECURITIES CORPORATION in Schaumburg, IL, and HOCHMAN & BAKER SECURITIES, INC. in Stamford, CT. Irwin Kaufman holds Series 66, SIE, and Series 7 licenses and is registered in New Jersey and New York.
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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2
NY
02/21/2007 - Present
Avantax Investment Services, Inc. (BROOKLYN NY)
NY
12/02/2004 - 02/12/2007
AXA ADVISORS, LLC (BROOKLYN NY)
IL
06/30/2004 - 11/11/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
CT
09/12/2003 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IL
06/16/2000 - 10/14/2002
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
BOTH
Issued 01/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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