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AP

Angela M. Peters

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CRD#: 1899350
AP

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.

Angela Marleen Peters, who also goes by Angie Peters, was a registered financial professional .

Angela is a previously registered financial professional and started their career in finance in 1989. Angela had worked at 12 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Angie Peters

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

May 7, 2000 - October 18, 2000

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

March 8, 2000 - April 19, 2000

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

May 17, 1999 - September 27, 1999

JW GENESIS CLEARING CORP.

BD
CRD#: 6631
BOCA RATON, FL
Past

December 5, 1995 - June 12, 1997

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

October 5, 1995 - December 4, 1995

UBS CAPITAL MARKETS L.P.

BD
CRD#: 2692
STAMFORD, CT
Past

March 7, 1995 - April 10, 1995

GAINEY FINANCIAL SERVICES, INC.

BD
CRD#: 27968
SCOTTSDALE, AZ
Past

October 12, 1994 - January 3, 1995

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

September 22, 1994 - January 3, 1995

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

July 13, 1994 - September 29, 1994

REGENCY CAPITAL GROUP, INC.

BD
CRD#: 30764
GLENDALE, CA
Past

June 25, 1993 - May 31, 1994

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

June 19, 1991 - April 5, 1993

ALPHA MANAGEMENT, INC.

BD
CRD#: 25817
SAN FRANCISCO, CA
Past

June 15, 1989 - September 5, 1990

YAEGER SECURITIES, INC.

BD
CRD#: 10118

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: 6/28/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


JS
JWGENESIS SECURITIES, INC.
JW CHARLES SECURITIES,INC. | JWGENESIS SECURITIES, INC. | JWC TRANSITION CORP. | JW GENESIS SECURITIES, INC.

CRD#: 33832 / SEC#: , 8-46367

BD
Terminated by SEC on 03/18/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 04/23/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JWGENESIS FINANICAL SERVICES, INCHOLDING COMPANY
LEEDS, MARSHALL TODDPRESIDENT/DIRECTOR/CEO
MARKS, JOEL ELLIOTEXEC VP/DIRECTOR
BRANT, DAVID ROBERTCFO
DORADO, COLETTA LUKITSCHEXECUTIVE VP
GLASER, GREGG STEVENTREASURER/DIRECTOR/EXECUTIVE VP
LOMBARDI, JEFFREYSROP
SCARLETT, CHARLES EEXECUTIVE VP/CLO
WAGNER, ANDREA JOYCEEXECUTIVE VP/SECRETARY/CROP/CCO
WEINBERG, ARNOLD NATHANCOO

Disclosures


Regulatory Event8
Arbitration8

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


JWGENESIS SECURITIES, INC.

CRD#: 33832

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