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MD

Michael D. Dion

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CRD#: 1252663
MD

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.

Michael Dana Dion was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1985. Michael had worked at 9 firms and has passed the Series 63, Series 7, Series 6, Series 24 and Series 4 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

June 20, 1997 - June 2, 1999

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

January 30, 1997 - June 2, 1997

ARGENT SECURITIES, INC.

BD
CRD#: 15297
ATLANTA, GA
Past

July 28, 1994 - April 12, 1995

GREAT AMERICAN FINANCIAL NETWORK, INC.

BD
CRD#: 14108
NORCROSS, GA
Past

May 15, 1992 - July 21, 1994

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

December 17, 1990 - April 21, 1992

PACIFIC SOUTHERN SECURITIES, INC.

BD
CRD#: 13155
Past

August 14, 1990 - December 20, 1990

SHAMROCK PARTNERS, LTD

BD
CRD#: 23955
MEDIA, PA
Past

January 15, 1987 - August 23, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO
Past

March 19, 1986 - January 16, 1987

EASTERN CAPITAL SECURITIES, INC.

BD
CRD#: 14743
Past

October 11, 1985 - December 19, 1985

PRUCO SECURITIES, LLC.

BD
CRD#: 5685

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: 1/22/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


JS
JWGENESIS SECURITIES, INC.
JW CHARLES SECURITIES,INC. | JWGENESIS SECURITIES, INC. | JWC TRANSITION CORP. | JW GENESIS SECURITIES, INC.

CRD#: 33832 / SEC#: , 8-46367

BD
Terminated by SEC on 03/18/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 04/23/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JWGENESIS FINANICAL SERVICES, INCHOLDING COMPANY
LEEDS, MARSHALL TODDPRESIDENT/DIRECTOR/CEO
MARKS, JOEL ELLIOTEXEC VP/DIRECTOR
BRANT, DAVID ROBERTCFO
DORADO, COLETTA LUKITSCHEXECUTIVE VP
GLASER, GREGG STEVENTREASURER/DIRECTOR/EXECUTIVE VP
LOMBARDI, JEFFREYSROP
SCARLETT, CHARLES EEXECUTIVE VP/CLO
WAGNER, ANDREA JOYCEEXECUTIVE VP/SECRETARY/CROP/CCO
WEINBERG, ARNOLD NATHANCOO

Disclosures


Regulatory Event8
Arbitration8

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


JWGENESIS SECURITIES, INC.

CRD#: 33832

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