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Steven J. Messina

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CRD#: 1488567
SM

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.

Steven James Messina was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1986. Steven had worked at 16 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 17, 2002 - October 26, 2006

BASIC INVESTORS INC.

BD
CRD#: 1187
MELVILLE, NY
Past

May 17, 2000 - June 17, 2002

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
BOLTON, MA
Past

November 23, 1999 - June 7, 2000

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
WOODSTOCK, GA
Past

November 3, 1999 - November 19, 1999

SUNPOINT SECURITIES, INC.

BD
CRD#: 25442
LONGVIEW, TX
Past

September 17, 1999 - October 26, 1999

EISNER SECURITIES, INC.

BD
CRD#: 40585
ST. LOUIS, MO
Past

April 22, 1997 - August 20, 1999

ROYCE INVESTMENT GROUP, INC.

BD
CRD#: 10494
WOODBURY, NY
Past

June 13, 1996 - May 19, 1997

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

August 28, 1995 - July 10, 1996

TOLUCA PACIFIC SECURITIES CORP.

BD
CRD#: 13875
BURBANK, CA
Past

June 23, 1994 - September 6, 1995

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY
Past

May 6, 1991 - July 1, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

August 27, 1990 - May 13, 1991

SOUTH RICHMOND SECURITIES, INC.

BD
CRD#: 14913
Past

March 23, 1990 - August 29, 1990

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

February 27, 1989 - May 11, 1990

BARRETT DAY SECURITIES, INC.

BD
CRD#: 17717
NEW YORK, NY
Past

November 4, 1987 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670
Past

December 11, 1986 - December 4, 1987

LEVCO SECURITIES CORP.

BD
CRD#: 15483
Past

July 23, 1986 - December 6, 1986

GREENTREE SECURITIES CORP.

BD
CRD#: 7372

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: 8/6/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/29/1990
General Securities Principal Examination

Current Firm


BI
BASIC INVESTORS INC.
BASIC INVESTORS INC.

CRD#: 1187 / SEC#: , 8-5468

BD
Terminated by SEC on 12/26/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/15/1956
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BELZ, RICHARD JOHNVICE PRESIDENT FINANCIAL OPERATIONS PRINCIPAL,ROP1140219

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


BASIC INVESTORS INC.

CRD#: 1187

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