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David S. Finkel

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CRD#: 1711377
DF

Professional summary


David Solomon Finkel was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

David is a previously registered financial professional and started their career in finance in 1990. Prior to being barred, David had worked at 9 firms, which includes ALEX MOORE & COMPANY INC., NEUTRAL SWITCH INC., BG CAPITAL INC., CORTLANDT CAPITAL CORPORATION, GLOBAL ACCESS FINANCIAL SERVICES, BARBER & BRONSON INCORPORATED, ROBERT M. COHEN & CO. INC., CHATFIELD DEAN & CO. INC., THE STUART-JAMES COMPANY INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Solomen Finkel

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

April 20, 1998 - August 25, 2000

ALEX MOORE & COMPANY, INC.

BD
CRD#: 28062
MELVILLE, NY
Past

December 10, 1997 - April 22, 1998

NEUTRAL SWITCH, INC.

BD
CRD#: 37648
GREAT NECK, NY
Past

March 5, 1997 - April 25, 1997

BG CAPITAL, INC.

BD
CRD#: 31069
SYOSSET, NY
Past

November 17, 1995 - March 6, 1997

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY
Past

March 14, 1995 - November 28, 1995

GLOBAL ACCESS FINANCIAL SERVICES

BD
CRD#: 30998
LAKE SUCCESS, NY
Past

August 9, 1994 - March 13, 1995

BARBER & BRONSON INCORPORATED

BD
CRD#: 26582
MIAMI, FL
Past

April 23, 1992 - August 15, 1994

ROBERT M. COHEN & CO., INC.

BD
CRD#: 21806
GREAT NECK, NY
Past

November 24, 1990 - April 29, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

February 23, 1990 - December 3, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO

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: 2/1/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AM
ALEX MOORE & COMPANY, INC.
ALEX MOORE & COMPANY, INC. | SHAREX.COM

CRD#: 28062 / SEC#: , 8-43029

BD
Cancelled by SEC on 10/04/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 08/15/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FGM HOLDING CORPSH
ADLER, WENDI LYNN MSSECRETARY4056768
OLSEN, ANASTASIA HELENECHIEF COMPLIANCE OFFICER1874586
OLSEN, ANASTASIA HELENEPRESIDENT

Disclosures


Regulatory Event4

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


ALEX MOORE & COMPANY, INC.

CRD#: 28062

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