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Martin Arnold Schepsman

Wedbush Securities Inc.

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About Martin Arnold Schepsman

Martin Schepsman is a financial professional with over 40 years of experience in the securities industry. Martin is currently registered with Wedbush Securities Inc. in New York, NY. Prior to joining Wedbush Securities Inc., Martin was a registered representative at BTIG, LLC. Martin has a strong background in providing financial planning, portfolio management and investment advisory services for individual and corporate clients.

Firm Information

Martin Schepsman is currently registered with Wedbush Securities Inc.. Wedbush Securities Inc. is a corporation formed in 1966 and headquartered in Los Angeles, California. The firm provides financial planning, pension consulting, and educational seminars, in addition to portfolio management services for individuals, businesses, and other investment advisors. They operate in all 50 states and are registered with the SEC and all 52 state securities regulators. With over 500 registered representatives and approximately $1 billion - $10 billion in assets under management, Wedbush Securities Inc. is a well-established firm serving a diverse client base.
Wedbush Securities Inc.

ATTN: COMPLIANCE DEPT.

LOS ANGELES, CA 90017

$5.74B

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Martin Schepsman’s Registration & Firm History

NY

03/10/2015 - Present

Wedbush Securities Inc. (NEW YORK NY)

NY

04/22/2013 - 03/19/2015

BTIG, LLC (NEW YORK NY)

NY

09/20/2012 - 04/19/2013

BLUEFIN TRADING, LLC (NEW YORK NY)

NY

09/14/2012 - 04/19/2013

CCM SECURITIES, LLC (NEW YORK NY)

NY

02/24/1999 - 09/27/2012

NEWEDGE USA, LLC (NEW YORK NY)

NJ

12/24/1990 - 01/29/1999

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NA

04/29/1982 - 07/01/1997

WALTER N. FRANK & COMPANY

NY

04/15/1986 - 11/14/1990

WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)

NA

09/24/1985 - 11/18/1985

MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.

NA

10/21/1976 - 09/06/1978

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 04/21/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2015

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/1999

Series 3 - National Commodity Futures Examination

BC

Issued 07/17/1997

Series 5 - Interest Rate Options Examination

BC

Issued 09/21/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Martin Arnold Schepsman.
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