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LK

Leonard N. Katz

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CRD#: 1291344
LK

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.

Leonard Norman Katz, who also goes by Leonard N Katz, was a registered financial professional .

Leonard is a previously registered financial professional and started their career in finance in 1984. Leonard had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Leonard N Katz

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 17, 2016 - January 9, 2017

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
GREAT NECK, NY
Past

January 10, 2012 - December 31, 2016

SK MANAGEMENT CONSULTANTS, INC.

RIA
CRD#: 142643
GREAT NECK, NY
Past

November 20, 2007 - May 26, 2016

RIDGEWAY & CONGER, INC.

BD
CRD#: 113055
GREAT NECK, NY
Past

August 4, 2003 - November 2, 2007

VANDERBILT SECURITIES, LLC

BD
CRD#: 5953
MELVILLE, NY
Past

June 19, 1995 - July 17, 2001

PITTSBURG INSTITUTIONAL INC.

BD
CRD#: 36754
GREAT NECK, NY
Past

March 10, 1995 - April 25, 2003

GOLDIS FINANCIAL GROUP, INC.

BD
CRD#: 16444
GARDEN CITY, NY
Past

August 21, 1989 - January 17, 1991

GOLDIS FINANCIAL GROUP, INC.

BD
CRD#: 16444
GARDEN CITY, NY
Past

May 11, 1989 - November 1, 2007

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
MELVILLE, NY
Past

March 3, 1989 - October 15, 1994

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY
Past

November 28, 1988 - April 22, 1989

CAREY JAMISON & COMPANY

BD
CRD#: 14129
Past

May 27, 1988 - October 15, 1994

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY
Past

March 17, 1986 - February 10, 1988

BUTCHER & SINGER INC.

BD
CRD#: 6517
Past

June 12, 1985 - March 18, 1986

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

September 26, 1984 - April 10, 1985

BEVILL, BRESLER & SCHULMAN INCORPORATED

BD
CRD#: 6971

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
IAR
Series 65
Date: 9/23/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NS
NATIONAL SECURITIES CORPORATION
NAT'L SECURITIES CORP | WASHINGTON NATIONAL SECURITIES CORPORATION | NTL INSURANCE AGENCY | NSC INSURANCE AGENCY | NATIONAL SECURITIES OF WASHINGTON | NATIONAL SECURITIES CORPORATION | NATIONAL SECURITIES CORP OF WASHINGTON STATE

CRD#: 7569 / SEC#: , 8-164

BD
Terminated by SEC on 10/20/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Washington since 01/06/1947
Firm type
Corporation
Fiscal year end
September
Firm Size
Large
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
NATIONAL HOLDINGS CORPORATIONPARENT, OWNER
MARKUNAS, MICHAELCHIEF COMPLIANCE OFFICER1832307

Disclosures


Regulatory Event66
Arbitration16

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


NATIONAL SECURITIES CORPORATION

CRD#: 7569

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