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Szymon Chencin

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CRD#: 1135683
SC

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.

Szymon Chencin was a registered financial professional .

Szymon is a previously registered financial professional and started their career in finance in 1983. Szymon had worked at 9 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

February 11, 2000 - September 18, 2002

STERLING FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 41506
BOCA RATON, FL
Past

March 1, 1997 - February 7, 2000

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

February 22, 1996 - February 10, 1997

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
NEW YORK, NY
Past

April 20, 1995 - February 20, 1996

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

January 14, 1994 - April 19, 1995

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

December 7, 1988 - December 21, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 24, 1984 - December 13, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

August 22, 1983 - September 17, 1984

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

May 25, 1983 - August 15, 1983

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659

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: 4/9/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SF
STERLING FINANCIAL INVESTMENT GROUP, INC.
AGORA SECURITIES, INC. | STERLING FINANCIAL INVESTMENT GROUP, INC. | STERLING FINANCIAL INVESTMENT GROUP | MICHAEL SCOTT WEEKS

CRD#: 41506 / SEC#: , 8-49503

BD
Terminated by SEC on 08/22/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 05/30/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
STERLING FINANCIAL GROUP OF COMPANIES, INC. (F/K/A STERLING FINANCIAL HOLDINGS INC.)COMPANY
GARCIA, CHARLES PATRICKCHIEF EXECUTIVE OFFICER2933864

Disclosures


Regulatory Event8
Arbitration4

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


STERLING FINANCIAL INVESTMENT GROUP, INC.

CRD#: 41506

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