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JW

Jimmy J. Wang

FIRSTRADE SECURITIES
Flushing, NY 11354
Some features on this profile are disabled
CRD#: 1861017
JW

Professional summary


Jimmy Jinn Chuan Wang, who also goes by James Wang, is a registered financial professional currently at FIRSTRADE SECURITIES INC. located in Flushing, New York.

Jimmy is registered as a RR (Registered Representative) and started their career in finance in 1988. Jimmy has worked at 2 firms and has passed the Series 63, Series 57TO, Series 52TO, SIE, Series 55, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Wang

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 Jimmy Jinn Chuan Wang'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

May 26, 1989 - Present

FIRSTRADE SECURITIES INC.

Office #1: 30-50 Whitestone Expressway Suite A301, Flushing, NY 11354
BD
CRD#: 16843
Flushing, NY
Past

September 7, 1988 - May 31, 1989

FREETRADE.COM, INC.

BD
CRD#: 10752
OMAHA, NE

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
(5/26/1989)
RR
New Jersey
(1/2/2001)
RR
New York
(5/26/1989)

Exams


State Security Law Exam
RR
Series 63
Date: 9/9/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/24/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FS
FIRSTRADE SECURITIES INC.
FIRST FLUSHING SECURITIES INC. | FIRSTRADE SECURITIES INC.

CRD#: 16843 / SEC#: , 8-34642

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
30-50 Whitestone Expressway, Suite A301, Flushing, NY 11354
Mailing Address
30-50 Whitestone Expressway, Suite A301, Flushing, NY 11354
Phone number
(718) 269-1565
Established
Delaware since 06/08/2000
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 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#
FIRSTRADE HOLDING CORPORATIONPARENT COMPANY
KU, JULIE LI-YUENSECRETARY1939433
LIU, JOHNCEO/CHAIRMAN/FINOP/ROSFP712988
RYAN, KIMBERLY ANNCHIEF COMPLIANCE OFFICER4316310

Disclosures


Regulatory Event7
Arbitration2

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


FIRSTRADE SECURITIES INC.

CRD#: 16843Flushing, NY 11354

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