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LS

Leslie S. Seinfeld

N.B. ZOULLAS SECURITIES
NEW YORK, NY 10119
Some features on this profile are disabled
CRD#: 1685941
LS

Professional summary


Leslie Sue Seinfeld is a registered financial professional currently at N.B. ZOULLAS SECURITIES, INC. located in New York, New York.

Leslie is registered as a RR (Registered Representative) and started their career in finance in 1987. Leslie has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14, Series 4 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) - BD


Click below to view Leslie Sue Seinfeld'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

February 3, 1992 - Present

N.B. ZOULLAS SECURITIES, INC.

Office #1: One Penn Plaza Suite 2005 20th Floor, New York, NY, 10119Office #2: One Penn Plaza Suite 2005, New York, NY 10119
BD
CRD#: 29419
NEW YORK, NY
Past

June 23, 1987 - February 25, 1992

LIME TRADING CORP

BD
CRD#: 11826
NEW YORK, NY

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
(5/6/2016)
RR
Connecticut
(4/4/2016)
RR
Delaware
(5/6/2016)
RR
Florida
(4/4/2016)
RR
Massachusetts
(5/6/2016)
RR
New York
(5/6/2016)
RR
Texas
(7/5/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 5/6/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


NZ
N.B. ZOULLAS SECURITIES, INC.
N. B. ZOULLAS SECURITIES, INC. | N.B. ZOULLAS SECURITIES, INC.

CRD#: 29419 / SEC#: , 8-44285

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


Main Address
One Penn Plaza Suite 2005 20th Floor, New York, NY, 10119
Mailing Address
One Penn Plaza Suite 2005 20th Floor, New York, NY, 10119
Phone number
(212) 350-5315
Established
Delaware since 10/22/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 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#
FERNANDEZ, DIANE TRINIDADCO-PRESIDENT,CHIEF FINANCIAL OFFICER2200893
SEINFELD, LESLIE SUECO-PRESIDENT, GENERAL SECURITIES PRINCIPAL, CCO1685941

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


N.B. ZOULLAS SECURITIES, INC.

CRD#: 29419New York, NY 10119

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