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AS

Albert Safdie

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CRD#: 1020655
AS

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.

Albert Safdie was a registered financial professional .

Albert is a previously registered financial professional and started their career in finance in 1999. Albert had worked at 4 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

November 1, 2012 - February 3, 2014

SSC NY CORP.

BD
CRD#: 29804
NEW YORK, NY
Past

November 12, 2002 - September 17, 2012

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

October 23, 2002 - November 12, 2002

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

January 28, 2002 - October 23, 2002

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

April 5, 2000 - October 16, 2001

NATIONAL CLEARING CORP.

BD
CRD#: 14343
SHERMAN OAKS, CA
Past

July 27, 1999 - February 25, 2000

NATIONAL CLEARING CORP.

BD
CRD#: 14343
SHERMAN OAKS, CA

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
RR
Series 63
Date: 8/12/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SN
SSC NY CORP.
SFG BROKERAGE, INC. | SUNRISE SECURITIES CORP. | SSC NY CORP.

CRD#: 29804 / SEC#: , 8-44559

BD
Terminated by SEC on 12/25/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 02/07/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LOW, NATHAN AARONPRESIDENT, CEO, CCO1406525
MARRONE, MICHAEL THOMASCFO, FINOP4859949

Disclosures


Regulatory Event5

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


SSC NY CORP.

CRD#: 29804

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