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Paul G. Wasserman

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CRD#: 2172075
PW

Professional summary


Paul Gabriel Wasserman was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Paul is a previously registered financial professional and started their career in finance in 1991. Prior to being barred, Paul had worked at 5 firms, which includes FIRST PROVIDENCE FINANCIAL GROUP LLC, WALSH MANNING SECURITIES LLC, MAIDSTONE FINANCIAL INC., FIRST ASSET MANAGEMENT INC., STRATTON OAKMONT INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul Wasserman

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

August 14, 1998 - December 14, 2001

FIRST PROVIDENCE FINANCIAL GROUP, LLC

BD
CRD#: 39469
PORT WASHINGTON, NY
Past

October 5, 1995 - August 4, 1998

WALSH MANNING SECURITIES, LLC

BD
CRD#: 30826
Past

March 14, 1995 - September 13, 1995

MAIDSTONE FINANCIAL, INC.

BD
CRD#: 31804
NEW YORK, NY
Past

May 18, 1992 - April 3, 1995

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY
Past

October 14, 1991 - May 29, 1992

STRATTON OAKMONT INC.

BD
CRD#: 18692
LAKE SUCCESS, 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: 11/5/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 1/29/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/12/1995
General Securities Principal Examination

Current Firm


FP
FIRST PROVIDENCE FINANCIAL GROUP, LLC
FIRST PROVIDENCE FINANCIAL GROUP, INC. | WINTERGREEN FINANCIAL GROUP, INC. | FIRST PROVIDENCE FINANCIAL GROUP, LLC

CRD#: 39469 / SEC#: , 8-48710

BD
Terminated by SEC on 03/03/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/02/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MADISON AVE ASSOCIATES, LLCOWNER
KLEIN, KENNETH MICHAELCEO2080654
MEYERS, JOHN MSROP, CROP, V.P.2580153
SCHAEFER, STEVEN WALTERCCO, V.P.1894353
SMITH, THOMAS ANDREWTREASURER/FINOP2876601
WASSERMAN, PAUL GABRIELPRESIDENT2172075

Disclosures


Regulatory Event3
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


FIRST PROVIDENCE FINANCIAL GROUP, LLC

CRD#: 39469

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