Izhar Shefer
Professional summary
Izhar Shefer was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Izhar Shefer, who also goes by Izzy Shefer, was a registered financial professional .
Izhar is a previously registered financial professional and started their career in finance in 1988. Izhar had worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 27, 2018 - December 31, 2018
APW CAPITAL, INC.
September 5, 2017 - January 31, 2019
AURORA PRIVATE WEALTH, INC.
February 23, 2011 - March 29, 2017
MORGAN STANLEY
February 18, 2011 - March 29, 2017
MORGAN STANLEY
November 9, 2007 - February 22, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 17, 2007 - February 22, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 1, 2003 - August 24, 2007
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - August 24, 2007
WELLS FARGO CLEARING SERVICES, LLC
May 11, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
May 10, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
July 31, 1995 - May 15, 2001
CITIGROUP GLOBAL MARKETS INC.
December 1, 1988 - August 9, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 23, 1988 - November 4, 1988
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
State Registrations and Notice Filings
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Exams
Current Firm
APW CAPITAL, INC.
CRD#: 43814 / SEC#: , 8-50433
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 2 |
| Arbitration | 1 |
Red Flags
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