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GR

Gene P. Ramos

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CRD#: 2414642
GR

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.

Gene Paul Ramos, who also goes by Gene P. Reynolds, was a registered financial professional .

Gene is a previously registered financial professional and started their career in finance in 1997. Gene had worked at 19 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gene P. Reynolds

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

January 11, 2007 - July 23, 2008

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
TAMARAC, FL
Past

November 21, 2006 - January 19, 2007

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

June 20, 2006 - July 18, 2006

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

April 4, 2006 - July 7, 2006

BASIC INVESTORS INC.

BD
CRD#: 1187
MELVILLE, NY
Past

May 25, 2005 - February 7, 2006

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

May 3, 2004 - June 2, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

April 25, 2003 - April 27, 2004

HARRISON SECURITIES, INC.

BD
CRD#: 14103
PORT WASHINGTON, NY
Past

January 15, 2003 - March 25, 2003

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

December 21, 2001 - January 28, 2003

EKN FINANCIAL SERVICES INC.

BD
CRD#: 113525
MELVILLE, NY
Past

October 22, 2001 - December 21, 2001

EHRENKRANTZ KING NUSSBAUM

BD
CRD#: 31140
NEW YORK, NY
Past

May 24, 2001 - October 24, 2001

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

November 7, 2000 - May 17, 2001

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

February 23, 2000 - November 3, 2000

WHITEHALL WELLINGTON INVESTMENTS, INC.

BD
CRD#: 38022
PORT WASHINGTON, NY
Past

September 20, 1999 - February 24, 2000

W.A. CAPITAL MARKETS

BD
CRD#: 6292
NEW YORK, NY
Past

February 25, 1999 - July 27, 1999

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

August 27, 1998 - March 22, 1999

CAMBRIDGE CAPITAL, LLC

BD
CRD#: 41464
GARDEN CITY, NY
Past

July 7, 1998 - August 28, 1998

PACIFIC CONTINENTAL SECURITIES CORPORATION

BD
CRD#: 2398
BEVERLY HILLS, CA
Past

February 3, 1998 - June 25, 1998

W.J. NOLAN & COMPANY, INC.

BD
CRD#: 16465
NEW YORK, NY
Past

August 26, 1997 - January 8, 1998

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

May 15, 1997 - November 4, 1997

TASIN & COMPANY, INC.

BD
CRD#: 30709
HAUPPAUGE, 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: 6/10/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


WS
WINDSOR STREET CAPITAL, LP
JANSSEN-MEYERS ASSOCIATES, L.P. | WINDSOR STREET CAPITAL, LP | ROAN/MEYERS ASSOCIATES, L.P. | ROAN-MEYERS ASSOCIATES, LP | MEYERS ASSOCIATES, L.P.

CRD#: 34171 / SEC#: , 8-46219

BD
Cancelled by SEC on 02/05/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 04/01/1993
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MEYERS SECURITIES CORP.GENERAL PARTNER

Disclosures


Regulatory Event37
Arbitration15

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


WINDSOR STREET CAPITAL, LP

CRD#: 34171

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