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AK

Allen J. Kone

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CRD#: 1080707
AK

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.

Allen Jay Kone was a registered financial professional .

Allen is a previously registered financial professional and started their career in finance in 1983. Allen had worked at 6 firms and has passed the Series 63, Series 7, Series 27, Series 53 and Series 24 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

September 22, 1993 - November 3, 1998

INTEGRAL SECURITIES, INC.

BD
CRD#: 31742
NEW YORK, NY
Past

January 7, 1991 - November 27, 2000

SALISBURY CAPITAL CORPORATION

BD
CRD#: 25744
NEW YORK, NY
Past

November 2, 1988 - October 10, 1989

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

March 13, 1984 - November 14, 1988

MATTHEWS & WRIGHT, INC.

BD
CRD#: 7025
Past

March 13, 1984 - November 14, 1988

MATTHEWS & WRIGHT CAPITAL, INC.

BD
CRD#: 10939
Past

July 20, 1983 - January 27, 1986

LEBENTHAL & CO., INC.

BD
CRD#: 6490

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: 3/12/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/22/1986
General Securities Principal Examination

Current Firm


IS
INTEGRAL SECURITIES, INC.
ASENSIO & COMPANY, INC. | INTEGRAL SECURITIES, INC. | ASENSIO BROKERAGE SERVICES, INC. | ASENSIO BROKERAGE SERVICES, INC

CRD#: 31742 / SEC#: , 8-45530

BD
Terminated by SEC on 07/22/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 11/03/2003
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KELLY, TARA AREGISTERED PRINCIPAL4482428
LLIVICHUZCA, LORENA MARIAREGISTERED PRINCIPAL, FINANCIAL OPERATIONS PRINCIPAL AND CHIEF COMPLIANCE OFFICER4752629

Disclosures


Regulatory Event7

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


INTEGRAL SECURITIES, INC.

CRD#: 31742

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