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Paul Samuel Schackman

Steward Partners Investment Solutions, LLC

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About Paul Samuel Schackman

Paul Schackman is a financial advisor with Steward Partners Investment Solutions, LLC, located in Paramus, NJ. Paul has been in the financial services industry since April 15, 2011. Paul holds Series 6, 7, 55, 63 and SIE licenses, and is registered with FINRA. Paul has been associated with Steward Partners Investment Solutions, LLC since May 27, 2022. Prior to that, Paul was associated with RAYMOND JAMES FINANCIAL SERVICES, INC., DINOSAUR FINANCIAL GROUP, L.L.C, TULLETT PREBON FINANCIAL SERVICES LLC, MURPHY & DURIEU, and PARK AVENUE SECURITIES LLC.

Firm Information

Paul Schackman is currently registered with Steward Partners Investment Solutions, LLC. Steward Partners Investment Solutions, LLC is a Limited Liability Company formed in 2021 and is registered in 53 states and the SEC. The firm has reported 13 regulatory events and 1 arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

37

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.

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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Paul Schackman’s Registration & Firm History

NJ

05/27/2022 - Present

Steward Partners Investment Solutions, LLC (PARAMUS NJ)

NJ

04/26/2021 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (PARAMUS NJ)

NY

01/03/2018 - 04/30/2021

DINOSAUR FINANCIAL GROUP, L.L.C (Monroe NY)

NY

01/06/2015 - 01/03/2018

TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)

NY

09/01/2011 - 01/06/2015

MURPHY & DURIEU (NEW YORK NY)

NJ

12/13/2010 - 04/29/2011

PARK AVENUE SECURITIES LLC (PARAMUS NJ)

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Licenses & Designations

BC

Issued 06/13/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2012

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/31/2011

Series 7 - General Securities Representative Examination

BC

Issued 12/10/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Samuel Schackman.
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