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Philip Layne

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CRD#: 304348
PL

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.

Philip Layne was a registered financial professional .

Philip is a previously registered financial professional and started their career in finance in 1970. Philip had worked at 13 firms and has passed the Series 63 and Series 24 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

July 10, 1997 - April 20, 1998

ALEXANDER, WESCOTT, & CO., INC.

BD
CRD#: 35935
UTICA, NY
Past

March 15, 1994 - June 30, 1997

RETIREMENT INVESTMENT GROUP

BD
CRD#: 7421
HOUSTON, TX
Past

May 20, 1992 - July 9, 1992

GOLDIS FINANCIAL GROUP, INC.

BD
CRD#: 16444
GARDEN CITY, NY
Past

January 17, 1990 - May 16, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 5, 1989 - January 12, 1990

PHILIP LAYNE & CO., INC.

BD
CRD#: 10922
Past

May 22, 1989 - September 6, 1989

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 11, 1989 - May 22, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

October 25, 1982 - January 21, 1989

PHILIP LAYNE & CO., INC.

BD
CRD#: 10922
Past

November 22, 1977 - February 17, 1982

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 17, 1976 - November 22, 1977

SHEARSON HAYDEN STONE INC.

BD
CRD#: 7295
Past

May 23, 1975 - November 17, 1976

SHEARSON HAYDEN STONE INC.

BD
CRD#: 6774
Past

January 25, 1974 - July 3, 1975

INVERNESS DISTRIBUTORS, INC.

BD
CRD#: 2312
Past

November 27, 1972 - April 15, 1973

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

May 15, 1972 - November 6, 1972

A. C. KLUGER & CO.

BD
CRD#: 2458
Past

March 12, 1970 - April 29, 1972

FERKAUF ROGGEN INCORPORATED

BD
CRD#: 1000006

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: 11/13/1979
Uniform Securities Agent State Law Examination
Principal/Supervisory Exam

Current Firm


AW
ALEXANDER, WESCOTT, & CO., INC.
ALEXANDER, WESCOTT, & CO., INC. | INVESTORS DEPOT, INC.

CRD#: 35935 / SEC#: , 8-46935

BD
Cancelled by SEC on 04/09/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 09/03/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
THE FINANCIAL COMMERCE NETWORK INC.SHAREHOLDER/PARENT
BACH, RICHARD HANSCHAIRMAN AND CEO1011097

Disclosures


Regulatory Event7
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


ALEXANDER, WESCOTT, & CO., INC.

CRD#: 35935

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