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Stephen Carella

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CRD#: 1317655
SC

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.

Stephen Carella was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1984. Stephen had worked at 13 firms and has passed the Series 63, Series 7 and Series 24 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

June 14, 2002 - June 23, 2010

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BELLMORE, NY
Past

April 23, 1998 - June 4, 2002

FIRST SECURITY INVESTMENTS, INC.

BD
CRD#: 24035
KINGSTON, PA
Past

November 7, 1996 - May 13, 1998

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MITCHELFIELD, NY
Past

May 26, 1995 - January 14, 1997

ROYAL PALM INVESTMENTS, LTD.

BD
CRD#: 28761
GREEN ACRES, FL
Past

February 20, 1992 - May 12, 1995

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

January 6, 1992 - March 19, 1992

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

November 2, 1990 - January 7, 1992

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
ENGLEWOOD, CO
Past

August 31, 1990 - November 7, 1990

BRENNAN ROSS SECURITIES, INC.

BD
CRD#: 18363
Past

April 23, 1990 - September 13, 1991

FIRST AMERICA EQUITIES CORP.

BD
CRD#: 7652
Past

February 5, 1990 - June 4, 1990

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

May 20, 1988 - February 13, 1990

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

February 2, 1987 - May 23, 1988

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474
Past

November 21, 1984 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

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: 12/7/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


VI
VFINANCE INVESTMENTS, INC
FIRST LEVEL CAPITAL, INC. | VFINANCE INVESTMENTS, INC | NEW WAVE SECURITIES, INC.

CRD#: 44962 / SEC#: , 8-50898

BD
Terminated by SEC on 05/11/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 01/14/1998
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
VFINANCE INVESTMENTS HOLDINGSSHAREHOLDER
GROENEVELD, WILLIAM LAWRENCEHEAD TRADER, PRESIDENT, CEO2127534
GROENEVELD, WILLIAM LAWRENCEDIRECTOR2127534
JOHNSON, KAY ALISONCCO1583193
KNOPF, FRED NGENERAL COUNSEL6390806
MULLEN, MICHAEL ANTHONYDIRECTOR1428116
WATSON, NATALIA TOVARFINOP/CFO4782735

Disclosures


Regulatory Event27
Arbitration6

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


VFINANCE INVESTMENTS, INC

CRD#: 44962

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