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WK

Wayne R. Kanter

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CRD#: 2237902
WK

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.

Wayne Robert Kanter was a registered financial professional .

Wayne is a previously registered financial professional and started their career in finance in 1992. Wayne had worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 24 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

May 22, 2014 - November 25, 2014

AEON CAPITAL INC

BD
CRD#: 164004
NEW YORK, NY
Past

July 13, 2009 - October 26, 2012

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
W. DUNDEE, IL
Past

September 18, 2003 - July 23, 2009

SECURITIES AMERICA, INC.

BD
CRD#: 10205
WEST DUNDEE, IL
Past

March 31, 2003 - September 8, 2003

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CEDAR RAPIDS, IA
Past

May 23, 2001 - March 31, 2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BD
CRD#: 2864
BRYAN, OH
Past

March 23, 1998 - May 16, 2001

LASALLE FINANCIAL SERVICES, INC.

BD
CRD#: 20373
CHICAGO, IL
Past

January 2, 1998 - March 23, 1998

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BD
CRD#: 2864
BRYAN, OH
Past

January 4, 1997 - January 1, 1998

AEGON USA SECURITIES INC.

BD
CRD#: 13302
CEDAR RAPIDS, IA
Past

January 16, 1995 - December 23, 1996

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

December 8, 1993 - January 23, 1995

LEXINGTON SECURITIES, INC.

BD
CRD#: 13102
CHICAGO, IL
Past

May 26, 1992 - December 3, 1993

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

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
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AC
AEON CAPITAL INC
AEON CAPITAL INC | STROM FINANCIAL PARTNERS, INC. | STRATOS CAPITAL INC. | RCP CAPITAL MARKETS, INC | RCP CAPITAL MARKETS | AEON CAPITAL INC.

CRD#: 164004 / SEC#: , 8-69080

BD
Terminated by SEC on 05/14/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Wisconsin since 03/22/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AEON CAPITAL MARKETS, LLCOWNER
MALLIOS, DEMETRIOSOWNER - CCO3169758

Disclosures


Regulatory Event2
Civil 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


AEON CAPITAL INC

CRD#: 164004

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