Unclaimed
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
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
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
Active
Inactive
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
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