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JB

John J. Beisner

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CRD#: 1358731
JB

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.

John Joseph Beisner was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1985. John had worked at 11 firms and has passed the Series 63, Series 55, Series 62 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

December 17, 2001 - October 6, 2003

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

April 2, 2001 - December 13, 2001

DOMESTIC SECURITIES, INC.

BD
CRD#: 34721
MONTVALE, NJ
Past

March 22, 2001 - April 2, 2001

ALL-TECH DIRECT, INC.

BD
CRD#: 13992
MONTVALE, NJ
Past

November 16, 1995 - December 5, 1995

PRESTON LANGLEY ASSET MANAGEMENT, INC.

BD
CRD#: 35733
NEW YORK, NY
Past

January 28, 1995 - April 17, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 15, 1994 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

July 31, 1993 - January 17, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 13, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 12, 1990 - August 7, 1992

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 20, 1989 - September 21, 1990

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

May 29, 1985 - January 27, 1989

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY

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: 2/8/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 5/18/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 62
Date: 1/26/2001
Corporate Securities Limited Representative Examination
General Industry/Product Exam

Current Firm


WL
WORLDCO, L.L.C.
BIRK HOLLAND & CO., INC. | WORLDCO, L.L.C.

CRD#: 24673 / SEC#: , 8-41285

BD
Terminated by SEC on 03/05/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/10/1995
Firm type
Limited Liability Company
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WATERFORD HOLDINGS, L.L.C.SHAREHOLDER
CURRAN, JAMES EDWARDFINANCIAL & OPERATIONAL PRINCIPAL2870558
ELLIS, MARC ANDREWDIRECTOR OF COMPLIANCE2162526
MILLER, JOHN GERARDCEO1975249

Disclosures


Regulatory Event7

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


WORLDCO, L.L.C.

CRD#: 24673

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