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AC

Anthony W. Chen

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CRD#: 1634126
AC

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.

Anthony Winchell Chen was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 1991. Anthony had worked at 10 firms and has passed the Series 63 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

July 25, 2002 - February 28, 2005

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

July 4, 2002 - July 31, 2002

HARRISON SECURITIES, INC.

BD
CRD#: 14103
PORT WASHINGTON, NY
Past

January 10, 2001 - July 9, 2002

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

April 14, 1998 - January 10, 2001

FIRST SECURITY INVESTMENTS, INC.

BD
CRD#: 24035
KINGSTON, PA
Past

October 28, 1996 - April 20, 1998

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MITCHELFIELD, NY
Past

February 8, 1996 - November 5, 1996

ROYAL PALM INVESTMENTS, LTD.

BD
CRD#: 28761
GREEN ACRES, FL
Past

September 4, 1992 - February 21, 1996

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

July 30, 1991 - August 13, 1992

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

March 19, 1991 - August 2, 1991

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

January 7, 1991 - April 9, 1991

J. GREGORY & COMPANY, INC.

BD
CRD#: 14892

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: 1/9/1991
Uniform Securities Agent State Law Examination
General Industry/Product 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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