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JA

Jose M. Abadin

GLENDALE SECURITIES
Sherman Oaks, CA 91403
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CRD#: 1273345
JA

Professional summary


Jose Miguel Abadin is a registered financial professional currently at GLENDALE SECURITIES, INC. located in Sherman Oaks, California.

Jose is registered as a RR (Registered Representative) and started their career in finance in 1984. Jose has worked at 13 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 3, Series 9, Series 10, Series 4, Series 24 and Series 8 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) - BD


Click below to view Jose Miguel Abadin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

February 24, 2006 - Present

GLENDALE SECURITIES, INC.

Office #1: 15233 Ventura Blvd., Suite 712, Sherman Oaks, CA 91403
BD
CRD#: 123649
Sherman Oaks, CA
Past

November 16, 2016 - February 10, 2017

VELOX SECURITIES, INC.

BD
CRD#: 285402
ANAHEIM, CA
Past

January 14, 2011 - June 8, 2017

MUNDIAL FINANCIAL GROUP, LLC

BD
CRD#: 149531
NEW YORK, NY
Past

February 18, 2004 - February 28, 2006

NATIONAL CLEARING CORP.

BD
CRD#: 14343
SHERMAN OAKS, CA
Past

December 5, 2003 - February 19, 2004

THE SHEMANO GROUP, INC.

BD
CRD#: 35528
SAN FRANCISCO, CA
Past

October 31, 2002 - December 16, 2003

ACCESS SECURITIES, LLC

BD
CRD#: 22455
NEW CANAAN, CT
Past

September 5, 1997 - November 12, 2002

HUNTER WORLD MARKETS, INC.

BD
CRD#: 38755
BEVERLY HILLS, CA
Past

October 30, 1996 - May 8, 1997

MURPHEY, MARSEILLES, SMITH & NAMMACK, INC.

BD
CRD#: 18032
NEW YORK, NY
Past

July 8, 1994 - June 7, 1996

NATIONAL CLEARING CORP.

BD
CRD#: 14343
SHERMAN OAKS, CA
Past

September 19, 1991 - July 7, 1994

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

June 21, 1988 - November 25, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

October 8, 1986 - June 14, 1988

DICKINSON & CO.

BD
CRD#: 689
Past

September 25, 1985 - September 16, 1986

MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED

BD
CRD#: 595
Past

August 22, 1984 - October 2, 1985

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.

BD
CRD#: 414

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/23/2010)
RR
Arizona
(12/4/2009)
RR
California
(2/24/2006)
RR
Colorado
(2/24/2006)
RR
Connecticut
(1/22/2020)
RR
Delaware
(4/15/2015)
RR
Florida
(2/24/2006)
RR
Georgia
(12/12/2012)
RR
Idaho
(3/16/2020)
RR
Illinois
(2/24/2006)
RR
Iowa
(2/11/2020)
RR
Louisiana
(2/7/2017)
RR
Maryland
(8/31/2011)
RR
Massachusetts
(3/26/2014)
RR
Minnesota
(8/20/2010)
RR
Mississippi
(4/19/2010)
RR
Missouri
(5/22/2008)
RR
Montana
(8/31/2012)
RR
Nevada
(2/24/2006)
RR
New Hampshire
(11/7/2012)
RR
New Jersey
(11/24/2010)
RR
New Mexico
(6/1/2015)
RR
New York
(2/24/2006)
RR
North Carolina
(10/11/2023)
RR
Ohio
(5/22/2014)
RR
Oklahoma
(4/17/2012)
RR
Pennsylvania
(9/13/2011)
RR
Puerto Rico
(2/12/2015)
RR
Rhode Island
(6/1/2009)
RR
Tennessee
(4/30/2020)
RR
Texas
(3/20/2006)
RR
Washington
(2/28/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 6/7/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/14/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/2/1993
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


GS
GLENDALE SECURITIES, INC.
GLENDALE SECURITIES, INC.

CRD#: 123649 / SEC#: , 8-65604

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
15233 Ventura Blvd., Suite 712, Sherman Oaks, CA 91403
Mailing Address
15233 Ventura Blvd., Suite 712, Sherman Oaks, CA 91403
Phone number
(818) 907-1505
Established
California since 08/19/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BARBER, RICHARD WRIGHTSHAREHOLDER1298800
CASTILLO, GEORGE ALBERTOPRESIDENT, PRINCIPAL1936486
FLESCHE, PAUL ERICFINOP, CCO, PRINCIPAL, ROSFP, CFO, POO, PFO3277904
ABADIN, JOSE MIGUELSHAREHOLDER1273345
ROWE, CHRISTOPHER MICHAELAML COMPLIANCE OFFICER5562884
SHEN, QIUFANGSHAREHOLDER3158926

Disclosures


Regulatory Event6

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


GLENDALE SECURITIES, INC.

CRD#: 123649Sherman Oaks, CA 91403

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