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HM

Howard B. Mazer

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CRD#: 324251
HM

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.

Howard Barry Mazer was a registered financial professional .

Howard is a previously registered financial professional and started their career in finance in 1981. Howard had worked at 9 firms and has passed the Series 65, Series 63, Series 1 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

June 29, 2004 - December 1, 2004

PORTFOLIO ADVISORS ALLIANCE, LLC

BD
CRD#: 101680
NEW YORK, NY
Past

January 11, 2001 - October 16, 2001

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

January 16, 1998 - January 12, 1999

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

August 30, 1989 - April 1, 1997

NPC SECURITIES, INC.

BD
CRD#: 10121
GREENWOOD VILLAGE, CO
Past

February 12, 1988 - August 12, 1989

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

September 14, 1987 - April 29, 1988

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028
Past

March 2, 1983 - July 27, 1987

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
Past

October 1, 1982 - October 29, 1982

CSA FINANCIAL SERVICES, INC.

BD
CRD#: 12957
Past

July 11, 1981 - April 14, 1982

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

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
IAR
Series 65
Date: 5/10/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 11/12/1973
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


PA
PORTFOLIO ADVISORS ALLIANCE, LLC
PORTFOLIO ADVISORS ALLIANCE, INC. | PORTFOLIO ADVISORS ALLIANCE, LLC

CRD#: 101680 / SEC#: , 8-52125

BD
Revoked by SEC on 04/30/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/04/2015
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLEN PARTNERS CAPITAL GROUP LLCDIRECT OWNER
NIXON, JON ALANPRINCIPAL FINANCIAL OFFICER4710715
NIXON, JON ALANFINANCIAL PRINCIPAL4710715
NIXON, JON ALANPRINCIPAL OPERATIONS OFFICER4710715
WASSERMAN-NIR, KERRI LYNNPRESIDENT & CCO2376090

Disclosures


Regulatory Event5
Civil Event1
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


PORTFOLIO ADVISORS ALLIANCE, LLC

CRD#: 101680

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