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Herbert Voss Jr.

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CRD#: 1014475
HV

Professional summary


Herbert Voss Jr. was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Herbert is a previously registered financial professional and started their career in finance in 1982. Prior to being barred, Herbert had worked at 9 firms, which includes STOCKCROSS FINANCIAL SERVICES INC., UBS FINANCIAL SERVICES INC., TD AMERITRADE INC., KENNEDY CABOT & CO., PROFESSIONAL BROKERAGE SERVICES INC., INVESTORS CENTER INC., DONALD & CO. SECURITIES INC., J. ALEXANDER SECURITIES INC., PRUDENTIAL EQUITY GROUP LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Herbert Edwin Voss Jr | Herbert Edwin Voss

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.
The advisor shows no other business activity.

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

July 7, 2009 - May 30, 2018

STOCKCROSS FINANCIAL SERVICES, INC.

RIA
CRD#: 6670
BEVERLY HILLS, CA
Past

July 6, 2009 - May 30, 2018

STOCKCROSS FINANCIAL SERVICES, INC.

BD
CRD#: 6670
BEVERLY HILLS, CA
Past

October 13, 1999 - July 23, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PASADENA, CA
Past

November 13, 1998 - July 23, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BEVERLY HILLS, CA
Past

November 7, 1997 - November 3, 1998

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

August 22, 1989 - November 7, 1997

KENNEDY, CABOT & CO.

BD
CRD#: 2417
Past

December 23, 1988 - November 7, 1997

KENNEDY, CABOT & CO.

BD
CRD#: 2417
BEVERLY HILLS, CA
Past

July 22, 1987 - November 9, 1987

PROFESSIONAL BROKERAGE SERVICES INC.

BD
CRD#: 7998
Past

November 4, 1985 - August 4, 1986

INVESTORS CENTER, INC.

BD
CRD#: 14670
Past

October 30, 1985 - November 21, 1985

DONALD & CO. SECURITIES INC.

BD
CRD#: 7776
Past

October 31, 1984 - November 25, 1985

J. ALEXANDER SECURITIES, INC.

BD
CRD#: 7809
Past

October 13, 1983 - July 26, 1984

KENNEDY, CABOT & CO.

BD
CRD#: 2417
Past

March 30, 1982 - January 31, 1983

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

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: 9/30/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/31/1991
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


SF
STOCKCROSS FINANCIAL SERVICES, INC.
STOCKCROSS FINANCIAL SERVICES | STOCKCROSS, INC. | STOCKCROSS TRADING GROUP | STOCKCROSS FINANCIAL SERVICES, INC.

CRD#: 6670 / SEC#: 801-69705, 8-17758

BD
Terminated by SEC on 08/07/2021
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Contact information


Main Address
9464 Wilshire Blvd, Beverly Hills, CA 90212
Mailing Address
Phone number
Established
Massachusetts since 08/03/1973
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
GEBBIA, JOHN MICHAELDIRECTOR, EVP1866455
GEBBIA, RICHARD SALCEO, PRESIDENT, DIRECTOR2348552
MURIEL SIEBERT & CO., INC.OWNER5376
COLOMBINO, MICHAEL JONATHANCFO; TREASURER4871852
DIPIPPO, ALBERT FRANCISROSFP726636
LOGUE, DANIEL PATRICKCHIEF COMPLIANCE OFFICER; AMLCO1501135
SCHEBECE, GREGORY CHARLESEXECUTIVE VICE PRESIDENT, COO1498632
SHANKMAN, CRAIG MICHAELDIRECTOR OF TECHNOLOGY
TASSELL, MATTHEW ERICDIRECTOR OF CORPORATE SERVICES
ZABATTA, CHARLES ANTHONY SROWNER

Disclosures


Regulatory Event20
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


STOCKCROSS FINANCIAL SERVICES, INC.

CRD#: 6670

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