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JL

Joseph Locandro

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CRD#: 1074968
JL

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.

Joseph Locandro was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1996. Joseph had worked at 3 firms and has passed the Series 63, SIE 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

April 2, 2013 - November 5, 2015

PRIMESOLUTIONS SECURITIES, INC.

BD
CRD#: 46017
YONKERS, NY
Past

July 15, 2010 - April 13, 2011

UHLMANN PRICE SECURITIES, LLC

BD
CRD#: 42854
SKOKIE, IL
Past

September 30, 1996 - July 15, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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: 1/13/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PS
PRIMESOLUTIONS SECURITIES, INC.
PRIME SOLUTIONS SECURITIES, INC. | SETTLERS SECURITIES, INC. | PRIMESOLUTIONS SECURITIES, INC.

CRD#: 46017 / SEC#: , 8-51286

BD
Terminated by SEC on 01/11/2016
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Contact information


Main Address
17601 West 130th Street, Suite 7, Cleveland, OH 44133
Mailing Address
Phone number
Established
Ohio since 09/01/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BULL, VICTOR LAWRENCEOWNER, DIRECTOR, PRESIDENT, CEO, CROP, SROP856368
BULL, VICTOR LAWRENCECHIEF COMPLIANCE OFFICER856368
DONNELLAN, MICHAEL JAMESPRINCIPAL2052675
REINKOBER, ANNE MARIEDIRECTOR, VICE PRESIDENT4572156
VANWEY, SONJA PENNYFIN/OP2888376

Disclosures


Regulatory Event2
Arbitration6

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


PRIMESOLUTIONS SECURITIES, INC.

CRD#: 46017

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