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ER

Ezekiel A. Rahman

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CRD#: 2965793
ER

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.

Ezekiel Abdel Rahman, who also goes by Valery Lafleur, Ezekiel A Rahman, was a registered financial professional .

Ezekiel is a previously registered financial professional and started their career in finance in 1997. Ezekiel had worked at 8 firms and has passed the Series 63, Series 66, Series 65, Series 7, Series 3 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Valery Lafleur | Ezekiel A Rahman

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

July 19, 2012 - October 5, 2012

CHARLES MORGAN SECURITIES, INC.

BD
CRD#: 138887
NEW YORK, NY
Past

July 16, 2008 - February 3, 2009

MAX INTERNATIONAL BROKER/DEALER CORP.

BD
CRD#: 46039
NEW YORK, NY
Past

December 17, 2004 - September 15, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 17, 2004 - September 15, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

January 9, 2004 - January 11, 2005

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
DULUTH, GA
Past

January 2, 2002 - September 23, 2002

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY
Past

September 17, 2001 - January 2, 2002

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

March 31, 2000 - August 7, 2001

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

December 24, 1997 - June 25, 1999

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

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: 6/22/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/23/2011
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CM
CHARLES MORGAN SECURITIES, INC.
CHARLES MORGAN SECURITIES, INC.

CRD#: 138887 / SEC#: , 8-67181

BD
Terminated by SEC on 11/20/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/20/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CMS GLOBAL SECURITIES, INC.95% OWNER
PCM INDUSTRIES, INC.5 % OWNER
MANZO, MARK THOMASFINOP1229739
TABOADA, PAUL ERICCHAIRMAN - CEO - CCO2033981

Disclosures


Regulatory Event3
Arbitration1

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


CHARLES MORGAN SECURITIES, INC.

CRD#: 138887

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