Gilbert C. Schulman
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.
Gilbert Charles Schulman, who also goes by Gil Schulman, was a registered financial professional .
Gilbert is a previously registered financial professional and started their career in finance in 1971. Gilbert had worked at 6 firms and has passed the Series 63, Series 1 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 4, 1985 - December 11, 1985
HAAS SECURITIES CORPORATION
January 3, 1983 - April 10, 1985
AUSTIN INVESTMENT PLANNING, INC.
January 25, 1982 - August 20, 1986
ESSEX PARTNERS, LTD.
October 4, 1976 - April 10, 1985
BEVILL, BRESLER & SCHULMAN SECURITIES INC.
January 13, 1976 - April 10, 1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
December 1, 1971 - October 6, 1972
UMIC, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 11/29/1971
Registered Representative ExaminationSeries 00
Date: 11/24/1975
General Securities Principal ExaminationCurrent Firm
HAAS SECURITIES CORPORATION
CRD#: 2104 / SEC#: , 8-13012
Contact information
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
