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JE

John R. Emanuele

LEBENTHAL FINANCIAL SERVICES
Hauppauge, NY 11788
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CRD#: 1034480
JE

Professional summary


John Rosario Emanuele, who also goes by John R Emanuel, John R Emanuele, is a registered financial professional currently at LEBENTHAL FINANCIAL SERVICES, INC. located in Hauppauge, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 1982. John has worked at 20 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John R Emanuel | John R Emanuele

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) - BD


Click below to view John Rosario Emanuele's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 24, 2024 - Present

LEBENTHAL FINANCIAL SERVICES, INC.

Office #1: 200 Parkway Drive South Suite 200, Hauppauge, NY 11788
BD
CRD#: 137988
Hauppauge, NY
Past

July 16, 2012 - July 12, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
HOLBROOK, NY
Past

August 9, 2011 - August 1, 2012

PEOPLE'S SECURITIES, INC.

BD
CRD#: 13704
SMITHTOWN, NY
Past

August 2, 2010 - August 8, 2011

LINCOLN INVESTMENT

BD
CRD#: 519
SMITHTOWN, NY
Past

February 23, 2006 - August 2, 2010

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
SMITHTOWN, NY
Past

January 12, 2006 - January 20, 2006

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
SMITHTOWN, NY
Past

August 9, 2001 - February 24, 2006

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

June 19, 2000 - August 13, 2001

HSBC BROKERAGE (USA) INC.

BD
CRD#: 6956
NEW YORK, NY
Past

October 8, 1997 - June 19, 2000

REPUBLIC FINANCIAL SERVICES CORPORATION

BD
CRD#: 38293
NEW YORK, NY
Past

February 27, 1996 - October 16, 1997

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
MELVILLE, NY
Past

June 18, 1993 - March 26, 1996

CAL FED INVESTMENTS

BD
CRD#: 19631
SACRAMENTO, CA
Past

March 18, 1993 - May 18, 1993

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

August 27, 1992 - December 22, 1992

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

June 1, 1992 - June 22, 1992

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

November 19, 1991 - June 1, 1992

CITICORP FINANCIAL SERVICES,INC.

BD
CRD#: 14675
Past

October 10, 1990 - March 3, 1992

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

February 12, 1990 - October 17, 1990

REICH & CO., INC.

BD
CRD#: 19611
Past

October 20, 1988 - February 6, 1990

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

May 25, 1988 - October 31, 1988

INTEGRATED RESOURCES INVESTMENT CENTERS, INC.

BD
CRD#: 14338
Past

February 3, 1987 - June 1, 1988

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

May 13, 1985 - February 27, 1987

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

April 13, 1983 - May 3, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

June 3, 1982 - April 25, 1983

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(11/14/2024)
RR
California
(11/18/2024)
RR
Hawaii
(12/10/2024)
RR
New Jersey
(1/23/2025)
RR
New York
(10/22/2024)
RR
North Carolina
(10/22/2024)
RR
South Carolina
(10/22/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 10/7/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/24/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LF
LEBENTHAL FINANCIAL SERVICES, INC.
BRISTOL FINANCIAL SERVICES, INC | LEBENTHAL FINANCIAL SERVICES, INC.

CRD#: 137988 / SEC#: , 8-67140

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
500 N. Broadway Suite 238, Jericho, NY 11753
Mailing Address
500 N. Broadway Suite 238, Jericho, NY 11753
Phone number
(516) 349-5555
Established
New York since 07/13/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (39 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HARTZMAN, MICHAEL AVERYPRESIDENT, EXECUTIVE REP., CHIEF COMPLIANCE OFFICER OF INVESTMENT ADVISORY, MUNICIPAL PRINCIPAL, OPTIONS PRINCIPAL2216133
TAVELLA, DOMINICKOWNER1069864
MASON, RANDI PATRICECHIEF COMPLIANCE OFFICER722302
SAKOL, DANIEL SCOTTFINOP2813237

Disclosures


Regulatory Event1

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


LEBENTHAL FINANCIAL SERVICES, INC.

CRD#: 137988Hauppauge, NY 11788

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