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VV

Vivian Velazquez

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CRD#: 1300934
VV

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.

Vivian Velazquez, who also goes by VIvian (no Middle Name) Velazquez, Vivian None Velazquez, Vivian Teresa Velazquez, was a registered financial professional .

Vivian is a previously registered financial professional and started their career in finance in 1984. Vivian had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Vivian (no Middle Name) Velazquez | Vivian None Velazquez | Vivian Teresa Velazquez

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

January 16, 2018 - October 22, 2019

VARIANT TRADING INSTITUTIONAL GROUP, INC.

BD
CRD#: 125547
BOCA RATON, FL
Past

July 22, 2013 - January 27, 2016

VARIANT TRADING INSTITUTIONAL GROUP, INC.

BD
CRD#: 125547
BOCA RATON, FL
Past

September 27, 2008 - May 25, 2011

STANCHART SECURITIES INTERNATIONAL, INC.

BD
CRD#: 145126
MIAMI, FL
Past

April 18, 2006 - August 11, 2008

BNP PARIBAS INVESTMENT SERVICES, LLC

BD
CRD#: 44598
MIAMI, FL
Past

April 1, 2004 - April 4, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

January 31, 1991 - March 24, 1993

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
Past

February 21, 1986 - September 29, 1986

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

October 22, 1984 - January 21, 1986

MORGAN STANLEY DW INC.

BD
CRD#: 7556

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: 9/18/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


VT
VARIANT TRADING INSTITUTIONAL GROUP, INC.
VARIANT RESEARCH CORPORATION | VARIANT TRADING INSTITUTIONAL GROUP, INC.

CRD#: 125547 / SEC#: , 8-65809

BD
Terminated by SEC on 12/20/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 01/01/2003
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
VARIANT HOLDING CORPORATIONSHAREHOLDER
JONES, JONATHAN PATRICKFINOP4635401
WEINER, JEFFERY LIPTONSENIOR MANAGING DIRECTOR/CEO/CCO4652056

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


VARIANT TRADING INSTITUTIONAL GROUP, INC.

CRD#: 125547

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