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AK

Alex Korik

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CRD#: 2159295
AK

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.

Alex Korik was a registered financial professional .

Alex is a previously registered financial professional and started their career in finance in 1992. Alex had worked at 18 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

July 28, 1999 - January 28, 2000

BERNARD, LEE & EDWARDS SECURITIES, INC

BD
CRD#: 24050
LEESBURG, FL
Past

December 16, 1998 - July 9, 1999

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

June 29, 1998 - December 31, 1998

SHAMROCK PARTNERS, LTD

BD
CRD#: 23955
MEDIA, PA
Past

February 26, 1998 - July 8, 1998

RUSSO SECURITIES INC.

BD
CRD#: 14425
STATEN ISLAND, NY
Past

July 17, 1997 - July 29, 1997

ROAN CAPITAL PARTNERS L.P.

BD
CRD#: 33063
NEW YORK, NY
Past

June 19, 1997 - September 16, 1997

FIRST METROPOLITAN SECURITIES, INC.

BD
CRD#: 7594
NEW YORK, NY
Past

March 20, 1997 - June 5, 1997

HAMPSHIRE SECURITIES CORPORATION

BD
CRD#: 19725
NEW YORK, NY
Past

March 12, 1997 - March 19, 1997

ARGENT SECURITIES, INC.

BD
CRD#: 15297
ATLANTA, GA
Past

March 3, 1995 - March 29, 1995

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

September 22, 1994 - October 4, 1994

CARTWRIGHT AND WALKER SECURITIES, INCORPORATED

BD
CRD#: 23504
LOS ANGELES, CA
Past

May 25, 1994 - November 15, 1994

WILLIAM SCOTT & CO. L.L.C.

BD
CRD#: 14979
UNION, NJ
Past

April 12, 1994 - May 23, 1994

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
NEW YORK, NY
Past

February 14, 1994 - April 14, 1994

GAINEY FINANCIAL SERVICES, INC.

BD
CRD#: 27968
SCOTTSDALE, AZ
Past

August 16, 1993 - April 11, 1994

M. RIMSON & CO., INC.

BD
CRD#: 5250
NEW YORK, NY
Past

April 21, 1993 - August 16, 1993

BARINGTON CAPITAL GROUP, L.P.

BD
CRD#: 29383
NEW YORK, NY
Past

November 11, 1992 - April 30, 1993

HANOVER, STERLING & COMPANY LTD.

BD
CRD#: 15491
NEW YORK, NY
Past

August 26, 1992 - November 17, 1992

REICH & CO., INC.

BD
CRD#: 3148
Past

May 6, 1992 - August 26, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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: 5/27/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BL
BERNARD, LEE & EDWARDS SECURITIES, INC
BERNARD, LEE & EDWARDS SECURITIES, INC | PRO AMERICA SECURITIES, INC.

CRD#: 24050 / SEC#: , 8-40882

BD
Terminated by SEC on 09/16/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 04/11/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LAROSSA, THOMAS EDWARDPRESIDENT, TREASURER, FINOP302701
MCLAUGHLIN, MICHAEL BERNARD SR,CEO/SECRETARY1924899

Disclosures


Regulatory Event1

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


BERNARD, LEE & EDWARDS SECURITIES, INC

CRD#: 24050

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