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LM

Louis S. Majano

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CRD#: 2520626
LM

Professional summary


Louis Steven Majano JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Louis is a previously registered financial advisor and started their career in finance in 1994. Prior to being barred, Louis had worked at 10 firms, which includes CHASE INVESTMENT SERVICES CORP., TD AMERITRADE INC., DALTON KENT SECURITIES GROUP INC., J. P. GIBBONS & CO. INC., DUKE & CO. INC., BILTMORE SECURITIES INC., FIRST ALLIED SECURITIES INC., PRUDENTIAL EQUITY GROUP LLC, RENAISSANCE FINANCIAL SECURITIES CORP., CONTINENTAL BROKER-DEALER CORP..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Louis Steven Majano

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 23, 2004 - May 4, 2007

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
JACKSON HEIGHTS, NY
Past

January 16, 2004 - May 4, 2007

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
JACKSON HEIGHTS, NY
Past

May 4, 1999 - December 17, 2003

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

August 13, 1998 - December 1, 1998

DALTON KENT SECURITIES GROUP, INC.

BD
CRD#: 38813
NEW YORK, NY
Past

March 23, 1998 - July 17, 1998

J. P. GIBBONS & CO., INC.

BD
CRD#: 38850
NEW YORK, NY
Past

September 30, 1997 - March 19, 1998

DUKE & CO., INC.

BD
CRD#: 8035
NEW YORK, NY
Past

January 15, 1997 - March 11, 1997

BILTMORE SECURITIES, INC.

BD
CRD#: 25023
FT. LAUDERDALE, FL
Past

December 10, 1996 - January 27, 1997

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

June 5, 1996 - October 31, 1996

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 7, 1996 - June 5, 1996

RENAISSANCE FINANCIAL SECURITIES CORP.

BD
CRD#: 10735
Past

September 26, 1994 - May 14, 1996

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, 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: 6/23/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CI
CHASE INVESTMENT SERVICES CORP.
CHASE INVESTMENT SERVICES CORP. | CHASE MANHATTAN INVESTMENT SERVICES, INC. | CHASE MANHATTAN INVESTMENT ADVISORS | CHASE INVESTMENT SERVICES, INC.

CRD#: 25574 / SEC#: 801-36407, 8-41840

BD
Terminated by SEC on 12/28/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/27/1989
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

PORTFOLIO MANAGER PROGRAM (3/30/2012)

Direct owners and executive officers


NamePositionCRD#
BANC ONE CAPITAL HOLDINGS LLCDIRECT OWNER
ADITYA, MAHESH CHATTABOARD MEMBER5586574
CHABOT, ALAN JAMESPRESIDENT & CEO, BOARD MEMBER2617874
DAVIS, JAMES HUBERCHIEF OPERATIONS OFFICER4166100
DEEGAN, DANIEL ROBERTEXECUTIVE VICE PRESIDENT1143339
DURKEE, JEFFREY WILLISEXECUTIVE VICE PRESIDENT1009266
GINDI, SOLCFO, BOARD MEMBER4903526
GRAY, ANNE LOUISESENIOR VICE PRESIDENT1779722
HAIGIS, PHILIP HOWARD JR.EXECUTIVE VICE PRESIDENT4340276
JULIAN, BETH WILSONEXECUTIVE VICE PRESIDENT1071047
KLEINBAUM, GREGG ADAMEXECUTIVE VICE PRESIDENT2555215
MARTIN, KEVIN LEEEXECUTIVE VICE PRESIDENT2742022
PANTALEO, LAURA ANNEXECUTIVE VICE PRESIDENT1501065
QUINN, JOHN PEXECUTIVE VICE PRESIDENT,NATIONAL SALES DIRECTOR5631540
REED, JAMIE MATTHEWEXECUTIVE VICE PRESIDENT2797383
SKARDA, JOSEPH BRIELEXECUTIVE VICE PRESIDENT4288186
TEPPER, ERIC DAVIDEXECUTIVE VICE PRESIDENT2242377
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER1407686

Disclosures


Regulatory Event62
Arbitration19

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


CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

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