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AB

Allen Boxer

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CRD#: 27567
AB

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.

Allen Boxer was a registered financial professional .

Allen is a previously registered financial professional and started their career in finance in 1969. Allen had worked at 16 firms and has passed the Series 63, SIE, Series 1, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

December 21, 2015 - January 3, 2020

FEDERATED SECURITIES, INC.

BD
CRD#: 5050
HUNTINGTON, NY
Past

January 27, 2003 - December 31, 2013

ALEXANDER CAPITAL, L.P.

BD
CRD#: 40077
NEW YORK, NY
Past

July 19, 2001 - January 10, 2003

WOLFF INVESTMENT GROUP INCORPORATED

BD
CRD#: 21930
NEW YORK, NY
Past

May 21, 1996 - August 8, 2001

ANDREW, ALEXANDER, WISE & COMPANY INCORPORATED

BD
CRD#: 37710
NEW YORK, NY
Past

January 23, 1995 - May 15, 1996

RICKEL & ASSOCIATES, INC.

BD
CRD#: 7839
NEW YORK, NY
Past

August 21, 1990 - January 19, 1995

SOUTH RICHMOND SECURITIES, INC.

BD
CRD#: 14913
Past

February 23, 1990 - August 24, 1990

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

September 8, 1989 - March 10, 1990

HASAN GROWNEY CO. INC.

BD
CRD#: 17137
Past

March 21, 1989 - September 5, 1989

ROBYNS CAPITAL CORP.

BD
CRD#: 19980
Past

June 18, 1988 - March 16, 1989

INDIVIDUAL'S SECURITIES LTD.

BD
CRD#: 7279
Past

August 18, 1983 - February 3, 1987

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

June 9, 1982 - July 22, 1983

PATTEN SECURITIES CORP.

BD
CRD#: 8210
Past

May 9, 1979 - June 25, 1982

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

September 26, 1977 - November 5, 1983

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

January 3, 1975 - September 26, 1977

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

June 28, 1973 - May 24, 1974

MAYHILL AGENCY, LLC

BD
CRD#: 6237
Past

August 22, 1969 - December 27, 1974

MAYFLOWER SECURITIES CO., INC.

BD
CRD#: 562

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: 9/25/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/20/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/28/1983
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


FS
FEDERATED SECURITIES, INC.
FEDERATED SECURITIES, INC.

CRD#: 5050 / SEC#: , 8-15644

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
680 Park Avenue, Huntington, NY 11743
Mailing Address
P.o. Box 2679, Huntington Station, NY 11746-0531
Phone number
(631) 421-4499
Established
New Jersey since 03/02/1970
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
KING, JUDITH CAROLECHAIRPERSON1023755
GOLDSMITH, DENISE CAROLYNSECRETARY1564417
LANZISERA, CARL JOSEPHPRESIDENT OPTIONS PRINCIPLE302342
LANZISERA, CARL JOSEPHCHIEF COMPLIANCE OFFICER302342

Disclosures


Regulatory Event1

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


FEDERATED SECURITIES, INC.

CRD#: 5050

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