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Noha A. Schulze

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CRD#: 2842628
NS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Noha Assad Schulze, who also goes by Noha Assad Batrouny, Noha Batrouny, was a registered financial professional .

Noha is a previously registered financial professional and started their career in finance in 1997. Noha had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Noha Assad Batrouny | Noha Batrouny

Other business activities


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.
1. Noha A. Schulze is dually-registered with SeaCrest Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Noha A. Schulze has served as an investment advisor representative for SeaCrest Wealth Management, LLC and an registered representative with PKS since 2/6/2013. Business is conducted from Orinda CA. Approximately 90% of Noha A. Schulze's time is for services as an investment advisor representative and the balance as a registered representative.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 6, 2013 - June 10, 2016

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
WALNUT CREEK, CA
Past

January 31, 2013 - April 16, 2025

SEACREST WEALTH MANAGEMENT, LLC

RIA
CRD#: 147092
WALNUT CREEK, CA
Past

September 30, 2002 - September 6, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WALNUT CREEK, CA
Past

September 30, 2002 - September 6, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WALNUT CREEK, CA
Past

November 15, 1999 - October 11, 2002

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
BERKELEY, CA
Past

November 2, 1999 - October 11, 2002

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 28, 1997 - November 23, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/21/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 6/4/1997
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


PK
PURSHE KAPLAN STERLING INVESTMENTS
PURSHE KAPLAN STERLING INVESTMENTS | SARATOGA 21ST, LTD. | PURSHE KAPLAN STERLING INVESTMENTS, INC.

CRD#: 35747 / SEC#: , 8-46844

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
80 State Street, Albany, NY 12207
Mailing Address
80 State Street, Albany, NY 12207
Phone number
(518) 436-3536
Established
New York since 12/16/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PKS HOLDINGS, LLCHOLDING CO.
BOHLEY, TRACEY LEACHIEF FINANCIAL OFFICER4826937
FLOUTON, KATHERINE MARIEPRESIDENT4405001
KVAM, PETER DAVIDCHIEF COMPLIANCE OFFICER4301918
MOTTA, CHRISTOPHER JOHNCOO2741133
PURCELL, JOHN PETERC.E.O.1664678

Disclosures


Regulatory Event11
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

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