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ML

Michael D. Legoski

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CRD#: 1271777
ML

Professional summary


Michael David Legoski was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Michael had worked at 2 firms, which includes INVESCO DISTRIBUTORS INC., FORESTERS FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael David Lesoski

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

May 12, 1986 - December 31, 2003

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 289
HOUSTON, TX
Past

July 6, 1984 - January 27, 1986

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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: 4/7/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


ID
INVESCO DISTRIBUTORS, INC.
FINANCIAL PROGRAMS, INC. | INVESCO FUNDS GROUP, INC. | INVESCO DISTRIBUTORS, INC.

CRD#: 289 / SEC#: , 8-2856

BD
Terminated by SEC on 08/09/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/14/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INVESCOSOLE SHAREHOLDER OF IDI106529
CAROME, KEVIN MICHAELDIRECTOR, VICE PRESIDENT4307331
HAWLEY, DAWN MARIETREASURER, VICE PRESIDENT1771748
MAYO, OFELIA MARINAGENERAL COUNSEL, VICE PRESIDENT1682909
MOSS, LISA ANNEANTI-MONEY LAUNDERING COMPLIANCE OFFICER2722352
NEEDLES, GENE LOUIS JRPRESIDENT, DIRECTOR, CHIEF EXECUTIVE OFFICER1068224
STARLING-KLATT, REBECCA ALLISONCHIEF COMPLIANCE OFFICER2385771
WILLIAMSON, MARK HURSTDIRECTOR, CHAIRMAN820997

Disclosures


Regulatory Event4
Arbitration1
Bond3

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


INVESCO DISTRIBUTORS, INC.

CRD#: 289

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