Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Batansky is a financial advisor currently affiliated with Independence Square Holdings, LLC. Norman is based in King of Prussia, Pennsylvania and has been active in the financial services industry since 1977. He has experience in providing financial advice to individuals, corporations, and charitable organizations. Norman specializes in financial planning, portfolio management, and cash management.
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.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
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.
Referral fees
1
2
PA
01/01/2025 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
FL
02/05/2019 - 05/27/2021
PEAK BROKERAGE SERVICES, LLC (JUPITER FL)
PA
08/02/2016 - 03/19/2019
LPL FINANCIAL LLC (KING OF PRUSSIA PA)
PA
05/31/2007 - 08/15/2016
RBC CAPITAL MARKETS, LLC (CONSHOHOCKEN PA)
PA
05/14/2001 - 06/05/2007
WACHOVIA SECURITIES, LLC (CONSHOHOCKEN PA)
NY
10/31/1997 - 05/15/2001
PMG CAPITAL CORP. (NEW YORK NY)
NJ
04/09/1992 - 11/07/1997
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
05/31/1989 - 04/08/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/01/1977 - 06/06/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 02/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1977
PC - AMEX Put and Call Exam
BC
Issued 02/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
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