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AR

Alberto E. Rivera

NATIONWIDE PLANNING ASSOCIATES
Guaynabo, PR 00969
Some features on this profile are disabled
CRD#: 3138628
AR

Professional summary


Alberto E Rivera is a registered financial professional currently at NATIONWIDE PLANNING ASSOCIATES INC. located in Guaynabo, .

Alberto is registered as a RR (Registered Representative) and started their career in finance in 1998. Alberto has worked at 4 firms and has passed the SIE and Series 6 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) - BD


Click below to view Alberto E Rivera's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 16, 2014 - Present

NATIONWIDE PLANNING ASSOCIATES INC.

Office #1: Urb Highland Garden Acuarela Street, C-4, Guaynabo, PR 00969
BD
CRD#: 31029
Guaynabo, PR
Past

April 4, 2011 - February 29, 2012

RD CAPITAL GROUP, INC.

BD
CRD#: 37470
SAN JUAN, PR
Past

March 19, 2010 - March 25, 2011

ABRAMENKO & COMPANY, INC.

BD
CRD#: 21406
GUAYNABO, PR
Past

February 5, 2007 - September 11, 2008

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
GUAYNABO, PR
Past

March 26, 2004 - February 8, 2007

RD CAPITAL GROUP, INC.

BD
CRD#: 37470
SAN JUAN, PR
Past

October 26, 1998 - April 12, 2004

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(9/29/2021)
RR
Puerto Rico
(9/19/2014)

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


NP
NATIONWIDE PLANNING ASSOCIATES INC.
NATIONWIDE PLANNING ASSOCIATES INC.

CRD#: 31029 / SEC#: , 8-45310

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


Main Address
32-16 Broadway Ave 2nd Floor, Fair Lawn, NJ, 07410
Mailing Address
32-16 Broadway Ave 2nd Floor, Fair Lawn, NJ, 07410
Phone number
(201) 476-0029
Established
New Jersey since 10/26/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (48 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#
ABRAMENKO, PETERCO-CHAIRMAN OF THE BOARD1405677
DE POL, MICHAEL JOHNFOUNDER AND CHAIRMAN OF THE BOARD2087651
COLLEARY, JAMES SCHIEF COMPLIANCE OFFICER5844640
KARALEWICH, MICHAEL JCHIEF EXECUTIVE OFFICER/ROSFP/FINOP2910052

Disclosures


Regulatory Event3
Bond1

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


NATIONWIDE PLANNING ASSOCIATES INC.

CRD#: 31029Guaynabo, PR 00969

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