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JL

Judith Lowenstein

INTE SECURITIES LLC
NEW YORK, NY 10004
Some features on this profile are disabled
CRD#: 1477830
JL

Professional summary


Judith Lowenstein, who also goes by Judith Feder, is a registered financial professional currently at INTE SECURITIES LLC located in New York, New York.

Judith is registered as a RR (Registered Representative) and started their career in finance in 1986. Judith has worked at 9 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


Judith Feder

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) - BD


Click below to view Judith Lowenstein's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

July 31, 2015 - Present

INTE SECURITIES LLC

Office #1: 42 Broadway, Suite 12-128, New York, NY 10004
BD
CRD#: 47107
NEW YORK, NY
Past

November 6, 2013 - August 11, 2014

LEBENTHAL & CO., LLC

BD
CRD#: 145750
New York, NY
Past

October 25, 2010 - October 31, 2013

DU PASQUIER & CO., INC.

BD
CRD#: 24750
NEW YORK, NY
Past

October 7, 2004 - November 10, 2008

AUGMENT SECURITIES INC.

BD
CRD#: 28373
NEW YORK, NY
Past

February 7, 2000 - May 9, 2000

MERCURY EQUITY GROUP, LLC

BD
CRD#: 45738
NEW YORK, NY
Past

April 5, 1995 - March 26, 1998

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY
Past

March 6, 1991 - October 20, 1992

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

May 15, 1987 - January 14, 1991

EACM SECURITIES INC.

BD
CRD#: 19298
NORWALK, CT
Past

March 19, 1986 - June 5, 1987

FIRST ATLANTIC INVESTMENT CORP.

BD
CRD#: 13062

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/31/2015)
RR
Florida
(7/31/2015)
RR
New Jersey
(7/31/2015)
RR
New York
(7/31/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 6/5/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IS
INTE SECURITIES LLC
EQUINOX SECURITIES, LLC | TRUMP SECURITIES, LLC | INTE SECURITIES LLC

CRD#: 47107 / SEC#: , 8-51667

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


Main Address
7000 W Palmetto Park Road Suite 503, Boca Raton, FL 33433
Mailing Address
7000 W Palmetto Park Road Suite 503, Boca Raton, FL 33433
Phone number
(212) 897-1694
Established
Florida since 08/14/2018
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 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#
SPINDEL, ALANMEMBER6141844
SPINDEL, HOWARDMEMBER708042
SPINDEL, JAYMEMBER1839344
STUPAY, MICHAEL ELLIOTMEMBER2287906
STUPAY, SHELLEYMEMBER5570644
OBSBAUM, FREDRIC MICHAELCCO1160811

Disclosures


Regulatory Event1

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


INTE SECURITIES LLC

CRD#: 47107New York, NY 10004

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