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EL

Ellen R. Lozinski

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CRD#: 2372418
EL

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.

Ellen Rose Lozinski, who also goes by Ellen Rose Fichter, was a registered financial advisor .

Ellen is a previously registered financial advisor and started their career in finance in 1993. Ellen had worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ellen Rose Fichter

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

December 15, 2008 - April 24, 2013

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
GREAT RIVER, NY
Past

June 26, 2003 - December 31, 2005

PGP FINANCIAL, INC.

RIA
CRD#: 21617
HAUPPAUGE, NY
Past

October 28, 2002 - December 5, 2006

PGP FINANCIAL, INC.

BD
CRD#: 21617
HAUPPAUGE, NY
Past

June 9, 2000 - November 4, 2002

SYNDICATED CAPITAL, INC.

BD
CRD#: 29037
DIAMOND BAR, CA
Past

September 17, 1996 - May 20, 1998

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

July 19, 1993 - July 25, 1995

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, 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
IAR
Series 66
Date: 5/7/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TI
THE INVESTMENT CENTER, INC.
THE INVESTMENT CENTER, INC.

CRD#: 17839 / SEC#: , 8-35826

BD
Terminated by SEC on 08/29/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 03/20/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
IC FINANCIAL SERVICES, INC.HOLDING COMPANY
DEVITO, RALPH JAMESPRESIDENT1459156
WRIGHT, DOUGLAS ANDREWCHIEF COMPLIANCE OFFICER1626724

Disclosures


Regulatory Event8
Arbitration5

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


THE INVESTMENT CENTER, INC.

CRD#: 17839

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