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OS

Oleg E. Shapiro

CHELSEA FINANCIAL SERVICES
Brooklyn, NY 11235
Some features on this profile are disabled
CRD#: 2212611
OS

Professional summary


Oleg E Shapiro, who also goes by Oleb E Shapiro, Oleg "alex" Shapiro, Oleg Shapiro, is a registered financial professional currently at CHELSEA FINANCIAL SERVICES located in Brooklyn, New York.

Oleg is registered as a RR (Registered Representative) and started their career in finance in 1992. Oleg has worked at 9 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Oleb E Shapiro | Oleg "alex" Shapiro | Oleg Shapiro

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 Oleg E Shapiro'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

July 19, 2018 - Present

CHELSEA FINANCIAL SERVICES

Office #1: 2753 Coney Island Avenue Suite 225, Brooklyn, NY 11235
BD
CRD#: 47770
Brooklyn, NY
Past

November 22, 2013 - July 27, 2018

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BROOKLYN, NY
Past

March 9, 2004 - November 22, 2013

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
BROOKLYN, NY
Past

May 1, 2002 - February 24, 2004

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

May 14, 1999 - May 1, 2002

DIME SECURITIES, INC.

BD
CRD#: 28955
BROOKLYN, NY
Past

January 20, 1999 - June 1, 1999

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

January 26, 1998 - March 10, 1998

AIBC INVESTMENT SERVICES CORPORATION

BD
CRD#: 16397
Past

September 25, 1997 - January 6, 1998

GLOBAL EQUITIES GROUP INC

BD
CRD#: 34039
NEW YORK, NY
Past

May 9, 1997 - June 4, 1997

GLOBAL EQUITIES GROUP INC

BD
CRD#: 34039
NEW YORK, NY
Past

March 17, 1995 - November 22, 1995

GLOBAL EQUITIES GROUP INC

BD
CRD#: 34039
NEW YORK, NY
Past

September 14, 1992 - September 7, 1993

AMERICAN BOND GROUP, INC.

BD
CRD#: 18318

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
Florida
(7/19/2018)
RR
Nevada
(7/19/2018)
RR
New Jersey
(7/19/2018)
RR
New York
(7/19/2018)
RR
Pennsylvania
(7/19/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 10/21/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CF
CHELSEA FINANCIAL SERVICES
CHELSEA FINANCIAL SERVICES | DBA CHELSEA FINANCIAL SERVICES | CHELSEA MORGAN SECURITIES, INC.

CRD#: 47770 / SEC#: , 8-51916

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


Main Address
242 Main Street, Staten Island, NY 10307
Mailing Address
242 Main Street, Staten Island, NY 10307
Phone number
(718) 967-8400
Established
New York since 05/05/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
PISAPIA, JOHN THOMASPRESIDENT2336216
SEBOLD, STEPHEN RAPHAELCHIEF COMPLIANCE OFFICER2453748

Disclosures


Regulatory Event4

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


CHELSEA FINANCIAL SERVICES

CRD#: 47770Brooklyn, NY 11235

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