Gennady Ilya Klotsman
Professional Summary
Gennady Ilya Klotsman, who also goes by Gene Klotsman, Gennady Klotsman, Gennnesday Ilya Klotsman, was a registered financial advisor. Gennady was a previously registered financial professional and started their career in finance 1985 - 1997. Gennady had worked at 20 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gene Klotsman, Gennady Klotsman, Gennnesday Ilya Klotsman
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
FURMAN ANDERSON AND COMPANY | SHAMUS GROUP, INC. | ROBERT MILLARD FURMAN | FURMAN, ANDERSON & CO.
Contact Information
Established
New York since 12/30/1993Firm Type
CorporationFiscal Year End
DecemberDocuments
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1985About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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