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WC

William M. Ciosek

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CRD#: 1134244
WC

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.

William Michael Ciosek was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1983. William had worked at 2 firms and has passed the Series 63, Series 7, Series 52, Series 24 and Series 53 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 10, 1987 - December 24, 1987

CAPITAL EXPANSION GROUP, INC.

BD
CRD#: 16067
Past

May 3, 1985 - December 24, 1987

CAPITAL EXPANSION GROUP, INC.

BD
CRD#: 16067
Past

May 23, 1983 - January 14, 1985

DAVID LERNER ASSOCIATES, INC.

BD
CRD#: 5397

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: 1/30/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CE
CAPITAL EXPANSION GROUP, INC.
CAPITAL EXPANSION GROUP, INC.

CRD#: 16067 / SEC#: , 8-33269

BD
Expelled by FINRA on 09/27/1988
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Contact information


Main Address
Mailing Address
Phone number
Established
Virginia since 11/19/1984
Firm type
Corporation
Fiscal year end
# of Employees

Documents


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


CAPITAL EXPANSION GROUP, INC.

CRD#: 16067

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