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Jamie K. Scher

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CRD#: 2839788
JS

Professional summary

Jamie K C Scher was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jamie is a previously registered financial professional and started their career in finance in 1997. Prior to being barred, Jamie had worked at 2 firms, which includes PROFESSIONAL CONCEPTS & PLANNING INC., RENAISSANCE FINANCIAL SECURITIES CORP..

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

March 20, 1998 - June 12, 2000

PROFESSIONAL CONCEPTS & PLANNING, INC.

BD
CRD#: 15321
GARDEN CITY, NY
Past

April 7, 1997 - March 25, 1998

RENAISSANCE FINANCIAL SECURITIES CORP.

BD
CRD#: 10735

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: 4/7/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/5/1997
General Securities Representative Examination

Current Firm

PC
PROFESSIONAL CONCEPTS & PLANNING, INC.
AJC EQUITIES | PROFESSIONAL CONCEPTS & PLANNING, INC.

CRD#: 15321 / SEC#: , 8-31997

BD
Terminated by SEC on 01/16/2001
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Contact information

Main Address
Mailing Address
Phone number
Established
New York since 04/09/1984
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
AJC INC.SHAREHOLDER
COHEN, ADAM JONATHANPRESIDENT, CEO, SECRETARY, DIRECTOR, COO2164816
TORRILLO, EILEEN MARIEFINANCIAL OPERATIONS1477895

Disclosures

Regulatory Event2
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

PROFESSIONAL CONCEPTS & PLANNING, INC.

CRD#: 15321

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