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WL

Wayne H. Lieberz

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CRD#: 2541210
WL

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 Hubert Lieberz, who also goes by Wayne H Lieberz, was a registered financial professional .

Wayne is a previously registered financial professional and started their career in finance in 1995. Wayne had worked at 9 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wayne H Lieberz

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

August 1, 2007 - December 11, 2007

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
NEW YORK, NY
Past

June 6, 2007 - July 30, 2007

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
NEW YORK, NY
Past

March 16, 2007 - May 25, 2007

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

September 22, 2006 - March 29, 2007

MAXIM GROUP LLC

BD
CRD#: 120708
WOODBURY, NY
Past

February 3, 2005 - September 27, 2006

S.W. BACH & COMPANY

BD
CRD#: 43522
PORT WASHINGTON, NY
Past

June 22, 2004 - March 2, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

January 2, 2002 - June 14, 2004

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

January 11, 1999 - January 2, 2002

PRIME CHARTER LTD.

BD
CRD#: 25668
NEW YORK, NY
Past

June 8, 1995 - October 20, 1998

BARINGTON CAPITAL GROUP, L.P.

BD
CRD#: 29383
NEW YORK, 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: 6/15/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


VI
VFINANCE INVESTMENTS, INC
FIRST LEVEL CAPITAL, INC. | VFINANCE INVESTMENTS, INC | NEW WAVE SECURITIES, INC.

CRD#: 44962 / SEC#: , 8-50898

BD
Terminated by SEC on 05/11/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 01/14/1998
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
VFINANCE INVESTMENTS HOLDINGSSHAREHOLDER
GROENEVELD, WILLIAM LAWRENCEHEAD TRADER, PRESIDENT, CEO2127534
GROENEVELD, WILLIAM LAWRENCEDIRECTOR2127534
JOHNSON, KAY ALISONCCO1583193
KNOPF, FRED NGENERAL COUNSEL6390806
MULLEN, MICHAEL ANTHONYDIRECTOR1428116
WATSON, NATALIA TOVARFINOP/CFO4782735

Disclosures


Regulatory Event27
Arbitration6

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


VFINANCE INVESTMENTS, INC

CRD#: 44962

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