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SG

Samir K. Ghosh

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CRD#: 1032459
SG

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.

Samir Kumar Ghosh was a registered financial professional .

Samir is a previously registered financial professional and started their career in finance in 1982. Samir had worked at 11 firms and has passed the Series 63, Series 7, Series 22 and Series 6 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

February 9, 1995 - December 31, 2004

G - W BROKERAGE GROUP, INC.

BD
CRD#: 22691
BEVERLY, NJ
Past

June 26, 1991 - April 10, 1996

U.S. SECURITIES CORPORATION OF WASHINGTON, DC

BD
CRD#: 25231
Past

May 13, 1991 - June 26, 1991

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
LA JOLLA, CA
Past

August 10, 1990 - April 2, 1991

ELAN SECURITIES, INC.

BD
CRD#: 23014
Past

March 2, 1989 - July 24, 1990

CAPITOL SECURITIES MANAGEMENT, INC.

BD
CRD#: 14169
GLEN ALLEN, VA
Past

January 3, 1989 - March 8, 1989

COMPREHENSIVE FINANCIAL SERVICES, INC.

BD
CRD#: 22710
Past

April 30, 1985 - December 31, 1988

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

September 28, 1984 - May 10, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

August 16, 1983 - October 30, 1984

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

August 16, 1983 - October 30, 1984

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

March 30, 1982 - November 3, 1983

DERAND/PENNINGTON/BASS, INC.

BD
CRD#: 4679

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: 7/14/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


G-
G - W BROKERAGE GROUP, INC.
G - W BROKERAGE GROUP, INC.

CRD#: 22691 / SEC#: , 8-39922

BD
Cancelled by SEC on 06/15/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 05/31/1988
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
G-W FINANCIAL GROUP, INC.SHAREHOLDER
WOOTERS, EDWARD JOSEPHPRESIDENT/CCO1405652

Disclosures


Regulatory Event3
Arbitration1
Bond1

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


G - W BROKERAGE GROUP, INC.

CRD#: 22691

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