Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Francis Schatzman is a securities professional with over 15 years of experience in the financial industry. Robert is currently registered with Jonestrading in New York. Robert has held previous positions at WPS PRIME SERVICES, LLC and Goldman, Sachs & Co. Robert holds FINRA Series 3, 7, 63 and SIE licenses. Robert is also registered as an investment advisor representative in California and New York.
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
11/01/2021 - Present
Jonestrading (NEW YORK NY)
NY
04/06/2010 - 02/11/2022
WPS PRIME SERVICES, LLC (NEW YORK NY)
NY
08/29/2007 - 08/24/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 08/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 3 - National Commodity Futures Examination
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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