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WB

William R. Bancone

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CRD#: 1275612
WB

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 Richard Bancone was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1984. William had worked at 10 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

July 29, 2008 - December 31, 2011

ALEXANDER CAPITAL, L.P.

BD
CRD#: 40077
NEW YORK, NY
Past

March 21, 2006 - April 23, 2008

TRIDENT PARTNERS LTD.

BD
CRD#: 41258
HAPPAUGE, NY
Past

September 29, 2003 - December 31, 2005

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
HOLBROOK, NY
Past

August 1, 2003 - October 8, 2003

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

July 30, 2003 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

January 6, 2000 - October 14, 2003

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

January 18, 1993 - April 16, 1993

WESTFIELD FINANCIAL CORPORATION

BD
CRD#: 8143
Past

October 8, 1986 - March 15, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

December 24, 1985 - October 22, 1986

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
Past

July 6, 1984 - February 18, 1986

REUTERS TRANSACTION SERVICES LLC

BD
CRD#: 13245

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: 1/7/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


AC
ALEXANDER CAPITAL, L.P.
ALEXANDER CAPITAL, L.P.

CRD#: 40077 / SEC#: , 8-48957

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


Main Address
10 Drs James Parker Blvd Suite 202, Red Bank, NJ 07701
Mailing Address
10 Drs James Parker Blvd Suite 201, Red Bank, NJ 07701
Phone number
(212) 687-5650
Established
Delaware since 11/28/1995
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
SENA MANAGEMENT LLCPARTNER
JSEC INCPARTNER
SALKIND, CATHERINE PPARTNER7021439
RUGGIERE, JOSEPH MATTHEWPARTNER2548108
RUGGIERE, WAYNE NMNPARTNER7200730
SALKIND, GENE ZPARTNER7021417
AMATO, JOSEPH ANTHONYCEO2751635
ELDREDGE, MICHAEL WILLIAMBRANCH MANAGER ATL OFFICE2903014
FAUCI, JODIGENERAL SECS PRINCIPAL4189732
FEMIANO, JOHN FRANCISGENERAL SECS PRINCIPAL, ANNUUITIES PRINCIPAL2132030
FRANCONE, VITO ANTONIO IICOMPLIANCE ASSOCIATE2349326
GUIDICIPIETRO, ROCCO GERARDCOO2489732
KRISPEAL, RAQUEL ESENIOR COMPLIANCE OFFICER, BRANCH MANAGER5733217
MARTORANO, CARL MARIOBRANCH MANAGER/OPERATIONS MANAGER/ROSFP2286051
MESSINA, PAUL MICHAELGENERAL SECS PRINCIPAL, ROSFP, CO-MSRB PRINCIPAL5897543
MISITI, MICHELE ANNCHIEF COMPLIANCE OFFICER - ROSFP - AML OFFICER1931272
ROTH, BARBARA NMNPARTNER7200728
SKOVRONCK, JEANPAUL CHARLESDESIGNATED SUPERVISOR, DEPUTY AML OFFICER2744738
STACK, TIMOTHYSENIOR COMPLIANCE OFFICER1426363
STAFFORD, LAWRENCE ROBERTCHIEF TECHNOLOGY OFFICER7046577
SULLIVAN, THOMAS FRANCISFINOP/CHIEF FINANCIAL OFFICER/CO-MSRB PRINCIPAL1145000
THE SALKIND FAMILY FOUNDATIONPARTNER

Disclosures


Regulatory Event6
Arbitration1

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


ALEXANDER CAPITAL, L.P.

CRD#: 40077

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