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AG

Alexander S. Gillespie

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CRD#: 1775688
AG

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.

Alexander Scott Gillespie, who also goes by Alex Gillespie, Alexander S Gillespie, was a registered financial professional .

Alexander is a previously registered financial professional and started their career in finance in 1988. Alexander had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alex Gillespie | Alexander S Gillespie

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

September 3, 2014 - August 10, 2016

FREEDOM INVESTORS CORP.

BD
CRD#: 23714
Longwood, FL
Past

March 2, 2010 - December 31, 2014

MERRIMAC CORPORATE SECURITIES, INC.

BD
CRD#: 35463
ALTAMONTE SPRINGS, FL
Past

January 21, 2009 - February 3, 2010

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
BELLEVIEW, FL
Past

January 16, 2004 - December 24, 2008

MERRIMAC CORPORATE SECURITIES, INC.

BD
CRD#: 35463
OCALA, FL
Past

November 15, 2000 - November 5, 2004

ALLEN DOUGLAS SECURITIES, INC.

BD
CRD#: 42410
WINTER PARK, FL
Past

May 31, 1994 - November 15, 2000

PREFERRED SECURITIES GROUP, INC.

BD
CRD#: 35704
BOCA RATON, FL
Past

February 8, 1993 - June 16, 1994

DMG SECURITIES, INC.

BD
CRD#: 15480
GREAT FALLS, VA
Past

October 29, 1992 - February 16, 1993

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

April 6, 1992 - October 15, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

January 1, 1988 - January 29, 1992

C.J. WRIGHT AND COMPANY, INC.

BD
CRD#: 16592

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: 10/12/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/28/1993
General Securities Principal Examination

Current Firm


FI
FREEDOM INVESTORS CORP.
FREEDOM INVESTORS CORP.

CRD#: 23714 / SEC#: 801-39223, 8-40671

BD
Terminated by SEC on 08/27/2017
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Contact information


Main Address
333 Bishops Way, Ste 154, Brookfield, WI 53005
Mailing Address
Phone number
Established
Wisconsin since 11/25/1988
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
FREEDOM SECURITIES INCSHAREHOLDER
BLUMENSCHEIN, JOEL REIDPRESIDENT1372334
BLUMENSCHEIN, JOEL REIDCHIEF EXECUTIVE OFFICER1372334
RASTALL, LORI LEACHIEF COMPLIANCE OFFICER4023335

Disclosures


Regulatory Event4
Arbitration1

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


FREEDOM INVESTORS CORP.

CRD#: 23714

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