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Maston L. Ballew

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CRD#: 1031543
MB

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.

Maston Leland Ballew III, who also goes by Maston Leland Ballew, Matt Ballew, was a registered financial professional .

Maston is a previously registered financial professional and started their career in finance in 1982. Maston had worked at 4 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 53, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Maston Leland Ballew | Matt Ballew

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.
SECURITY BALLEW, INC. AKA BALLEW WEALTH MANAGEMENT; INVESTMENT-RELATED; JACKSON, MS; WEALTH MANAGEMENT; CHAIRMAN OF THE BOARD; START DATE 06/1988; APPROXIMATELY 4 HRS PER MONTH, 1 DURING TRADING HOURS. S B HOLDING COMPANY, INC.; INVESTMENT-RELATED; JACKSON, MS; HOLDING COMPANY; CHAIRMAN OF THE BOARD; START DATE 01/2005; 2 HRS PER MONTH, 1 DURING TRADING HOURS. BIA, INC.; INVESTMENT-RELATED; JACKSON, MS; INSURANCE AGENCY; CHAIRMAN OF THE BOARD AND INSURANCE AGENT; START DATE 08/1993; APPROXIMATELY 5-10 HRS PER MONTH, 3-5 DURING TRADING HOURS; SELL AND SERVICE FIXED INSURANCE PRODUCTS. CONSILIUM CAPITAL, LLC; MANAGER, PRESIDENT; JACKSON, MS; START DATE 01/2013; APPROXIMATELY 20 HRS PER MONTH, 20 HRS DURING TRADING HOURS. BALLEW INVESTMENTS, INC.; DIRECTOR; JACKSON, MS; START DATE 12/1992; SELL AND SERVICE BROKER/DEALER PRODUCTS/ACCOUNTS. BALLEW ADVISORS, INC; DIRECTOR, INVESTMENT ADVISOR REPRESENTATIVE; JACKSON, MS; START DATE 03/1991; APPROXIMATELY 80 HRS PER MONTH, 80 HRS DURING TRADING HOURS; SELL AND SERVICE ADVISORY PRODUCTS/ACCOUNTS. BALLEW FAMILY, LLC,; MEMBER; JACKSON, MS; START DATE 05/2012. CHANGED THE NAME OF THIS LLC TO R PRESTON, LLC on 11/16/2020.

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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

August 20, 2002 - December 31, 2002

CHOICES INC

RIA
CRD#: 110524
JACKSON, MS
Past

January 2, 1995 - January 17, 2023

BALLEW ADVISORS INC

RIA
CRD#: 110522
JACKSON, MS
Past

September 16, 1993 - January 17, 2023

BALLEW INVESTMENTS, INC.

BD
CRD#: 32028
JACKSON, MS
Past

March 2, 1982 - September 22, 1993

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL

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: 9/12/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/5/1984
General Securities Sales Supervisor Examination (Options Module & General Module)

Current firm


No current employment

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


No current employment

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