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EF

Edwin J. Forte

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CRD#: 2655347
EF

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.

Edwin Joseph Forte III, who also goes by Edwin Joseph Forte, was a registered financial professional .

Edwin is a previously registered financial professional and started their career in finance in 1995. Edwin had worked at 6 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Edwin Joseph Forte

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 24, 2008 - March 30, 2011

MAX INTERNATIONAL BROKER/DEALER CORP.

BD
CRD#: 46039
NEW YORK, NY
Past

January 11, 2006 - June 29, 2006

MAX INTERNATIONAL BROKER/DEALER CORP.

BD
CRD#: 46039
NEW YORK, NY
Past

February 24, 2004 - August 23, 2004

MARQUIS FINANCIAL SERVICES, INC.

BD
CRD#: 20733
TARZANA, CA
Past

October 23, 2001 - July 19, 2002

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY
Past

May 29, 2001 - September 28, 2001

TRIDENT PARTNERS LTD.

BD
CRD#: 41258
WOODBURY, NY
Past

June 17, 1999 - May 31, 2001

MAX INTERNATIONAL BROKER/DEALER CORP.

BD
CRD#: 46039
NEW YORK, NY
Past

April 7, 1997 - June 14, 1999

SECWEST SECURITIES, INC.

BD
CRD#: 25966
FT. LAUDERDALE, FL
Past

July 15, 1996 - December 17, 1996

MATRIX SECURITIES CORPORATION

BD
CRD#: 30991
GARDEN CITY, NY
Past

September 22, 1995 - July 12, 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
Series 63
Date: 12/1/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MI
MAX INTERNATIONAL BROKER/DEALER CORP.
MAX INTERNATIONAL BROKER/DEALER CORP.

CRD#: 46039 / SEC#: , 8-51281

BD
Terminated by SEC on 09/15/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 02/26/1998
Firm type
Corporation
Fiscal year end
May
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ISOLANO, DAVID SCOTTCEO/SECRETARY / SOLE SHARE HOLDER2504880
REINHOLD, HOLLY BFINOP/CFO4585771
YOUNG, KEVINCCO4692991

Disclosures


Regulatory Event5
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


MAX INTERNATIONAL BROKER/DEALER CORP.

CRD#: 46039

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