Alexander J. Keoleian
Professional summary
Alexander John Keoleian, who also goes by Alexander J Keoleian, is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.
Alexander is registered as a RR (Registered Representative) and started their career in finance in 1993. Alexander has worked at 6 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Alexander John Keoleian's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 20, 2018 - Present
CRESCENT SECURITIES GROUP, INC.
Office #1: 4975 Preston Park Blvd. Suite 820, Plano, TX 75093March 22, 2004 - January 3, 2017
CRESCENT SECURITIES GROUP, INC.
November 21, 2003 - March 8, 2004
WFG INVESTMENTS, INC.
June 4, 2003 - September 30, 2003
M. S. HOWELLS & CO.
December 11, 1995 - December 16, 1996
CIBC WOOD GUNDY SECURITIES CORP.
December 16, 1994 - November 13, 1995
LEHMAN BROTHERS INC.
January 7, 1993 - January 10, 1995
KIDDER, PEABODY & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/21/2018)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 6/17/2003
Limited Representative-Equity Trader ExamFINRA
Current Firm
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993 / SEC#: , 8-53457
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 2 |
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Company Information
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993Plano, TX 75093TRUST BUT VERIFY
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