Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Jacob Boltansky is a financial advisor with over 10 years of experience in the industry. Isaac has been registered with BTIG, LLC since September 2021. Prior to that, he was with Compass Point Research & Trading, LLC from June 2011 to September 2021. Isaac holds FINRA Series 7 and 63 licenses as well as the SIE exam. Isaac has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial advice.
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
NY
09/20/2021 - Present
Btig, LLC (New York NY)
DC
06/09/2011 - 09/16/2021
COMPASS POINT RESEARCH & TRADING, LLC (WASHINGTON DC)
BC
Issued 06/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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