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PS

Paul J. Squassi

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CRD#: 1066333
PS

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.

Paul Joseph Squassi was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1983. Paul had worked at 5 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

January 19, 2006 - October 26, 2012

BROKERAGESELECT

BD
CRD#: 47974
NEW YORK, NY
Past

July 16, 1996 - December 31, 2005

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

August 15, 1994 - July 18, 1996

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

March 31, 1988 - August 15, 1994

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

February 1, 1984 - December 18, 1984

NYLIFE SECURITIES LLC

BD
CRD#: 5167
Past

July 21, 1983 - December 21, 1987

NEW ENGLAND SECURITIES

BD
CRD#: 615

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: 10/9/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BR
BROKERAGESELECT
BROKERAGESELECT | IDAYTRADE INC.

CRD#: 47974 / SEC#: , 8-51996

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
364 West 117th Street Suite 5a, New York, NY 10026
Mailing Address
364 West 117th Street Suite 5a, New York, NY 10026
Phone number
(917) 837-2287
Established
New York since 04/22/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 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#
GREEN, IAN JOSEPHCEO,CHIEF COMPLIANCE OFFICER3097802
CARTY, CAROLYN CLAREFINOP1935528

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


BROKERAGESELECT

CRD#: 47974

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