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JC

Joseph C. Cernera

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CRD#: 2652602
JC

Professional summary


Joseph Carmello Cernera JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joseph is a previously registered financial professional and started their career in finance in 1995. Prior to being barred, Joseph had worked at 8 firms, which includes CANTONE RESEARCH INC., MORGAN TAYLOR & ASSOCIATES INC., CAPITAL INTERNATIONAL SECURITIES GROUP INC., FIRST MONTAUK SECURITIES CORP., GLOBAL CAPITAL MARKETS LLC, SCHNEIDER SECURITIES INC., INVESTORS ASSOCIATES INC., JARON EQUITIES CORP..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Cernera Jr

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

October 8, 1999 - September 14, 2000

CANTONE RESEARCH INC.

BD
CRD#: 26314
EATONTOWN, NJ
Past

September 17, 1999 - October 20, 1999

MORGAN, TAYLOR & ASSOCIATES, INC.

BD
CRD#: 37447
MINEOLA, NY
Past

May 5, 1999 - August 25, 1999

CAPITAL INTERNATIONAL SECURITIES GROUP, INC.

BD
CRD#: 29771
MIAMI, FL
Past

November 10, 1998 - June 14, 1999

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

May 6, 1998 - October 21, 1998

GLOBAL CAPITAL MARKETS, LLC

BD
CRD#: 16191
MELVILLE, NY
Past

June 18, 1997 - May 28, 1998

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

March 14, 1997 - July 9, 1997

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

October 29, 1996 - March 28, 1997

JARON EQUITIES CORP.

BD
CRD#: 5764
HICKSVILLE, NY
Past

September 8, 1995 - October 24, 1996

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ

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: 9/11/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CR
CANTONE RESEARCH INC.
CANTONE RESARCH INC. | LINE SECURITIES, INC. | CANTONE RESEARCH INC.

CRD#: 26314 / SEC#: , 8-41940

BD
Terminated by SEC on 09/01/2023
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Contact information


Main Address
36 Corbett Way, Eatontown, NJ 07724
Mailing Address
Phone number
(732) 450-3500
Established
New Jersey since 02/14/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
9

FINRA licenses (1 States and Territories)


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

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CANTONE, ANTHONY JOSEPHCHIEF EXECUTIVE OFFICER1066139
KING, STEPHEN PHILIPCHIEF COMPLIANCE OFFICER & GENERAL COUNSEL1590508
WALSH, PETER JAMESCFO1190458

Disclosures


Regulatory Event13
Civil Event1
Arbitration2
Bond1

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


CANTONE RESEARCH INC.

CRD#: 26314

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