Ira Bershatsky
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.
Ira Bershatsky, who also goes by Ira Mark Bershatsky, was a registered financial professional .
Ira is a previously registered financial professional and started their career in finance in 1981. Ira had worked at 14 firms and has passed the Series 63, Series 72, SIE, Series 55, Series 3, Series 7, Series 4, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 26, 2021 - December 19, 2022
EXEMPLAR CAPITAL, LLC
May 17, 2016 - December 3, 2019
HALIFAX AMERICA LLC
August 2, 2013 - August 6, 2015
DINOSAUR FINANCIAL GROUP, L.L.C
October 26, 2005 - April 30, 2013
LEK SECURITIES CORPORATION
January 27, 2004 - September 30, 2005
MB TRADING
May 23, 2003 - November 17, 2003
SCHONFELD SECURITIES, LLC
April 5, 1989 - March 29, 2005
BROKERWEST
March 2, 1987 - September 7, 1988
WILSHIRE ASSOCIATES INCORPORATED
September 12, 1986 - February 27, 1987
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
July 17, 1986 - October 21, 1986
FIRST STATEWIDE SECURITIES, INC.
June 28, 1986 - July 10, 1986
MEYERS SECURITIES CORPORATION
December 3, 1985 - April 23, 1986
MCKEWON & TIMMINS
July 26, 1983 - August 9, 1984
MONTGOMERY SECURITIES
February 23, 1981 - July 13, 1983
MORGAN STANLEY DW 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 72
Date: 1/2/2023
Government Securities Representative ExaminationSeries 55
Date: 1/30/2002
Limited Representative-Equity Trader ExamCurrent Firm
EXEMPLAR CAPITAL, LLC
CRD#: 155786 / SEC#: , 8-68740
Contact information
FINRA licenses (52 States and Territories)
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.
