Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roman? Claim Your ProfileRoman Batschynsky is a financial advisor with Commonwealth Financial Network. Roman has been working in the financial industry since 1989. Roman has a Series 6, 7, 26, 63 and SIE licenses. Roman is registered in Arizona, California, Colorado, Florida, Illinois, Indiana, Michigan, Minnesota, Pennsylvania, South Carolina, Tennessee and Texas. Roman is a Certified Financial Planner.
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
MI
10/27/2017 - Present
Commonwealth Financial Network (Troy MI)
MI
09/09/2003 - 11/01/2017
NATIONAL PLANNING CORPORATION (TROY MI)
AZ
09/30/2002 - 09/15/2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
OH
07/24/1995 - 10/16/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
05/25/1990 - 08/01/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/25/1990 - 08/01/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NJ
04/26/1988 - 08/09/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 04/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Roman Batschynsky is the right advisor for you? Invested Better is here to help.
