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JS

Joseph A. Smith

FEDERATED SECURITIES
Huntington, NY 11743
Some features on this profile are disabled
CRD#: 3252851
JS

Professional summary


Joseph Arthur Smith, who also goes by Joseph A Smith, is a registered financial professional currently at FEDERATED SECURITIES, INC. located in Huntington, New York.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2000. Joseph has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph A Smith

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 Joseph Arthur Smith'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

August 3, 2012 - Present

FEDERATED SECURITIES, INC.

Office #1: 680 Park Avenue, Huntington, NY 11743
BD
CRD#: 5050
Huntington, NY
Past

July 28, 2008 - October 25, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
NEW YORK, NY
Past

December 20, 2006 - July 31, 2008

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
NEW YORK, NY
Past

July 25, 2005 - December 13, 2006

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

March 14, 2005 - July 21, 2005

1717 CAPITAL MANAGEMENT COMPANY

RIA
CRD#: 4082
HOBOKEN, NJ
Past

August 16, 2004 - July 21, 2005

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

November 13, 2003 - June 29, 2004

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
BOLINGBROOK, IL
Past

April 7, 2000 - October 24, 2003

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY

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
New Jersey
(8/3/2012)
RR
New York
(8/3/2012)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/25/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/17/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FS
FEDERATED SECURITIES, INC.
FEDERATED SECURITIES, INC.

CRD#: 5050 / SEC#: , 8-15644

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


Main Address
680 Park Avenue, Huntington, NY 11743
Mailing Address
P.o. Box 2679, Huntington Station, NY 11746-0531
Phone number
(631) 421-4499
Established
New Jersey since 03/02/1970
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (13 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#
KING, JUDITH CAROLECHAIRPERSON1023755
GOLDSMITH, DENISE CAROLYNSECRETARY1564417
LANZISERA, CARL JOSEPHPRESIDENT OPTIONS PRINCIPLE302342
LANZISERA, CARL JOSEPHCHIEF COMPLIANCE OFFICER302342

Disclosures


Regulatory Event1

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


FEDERATED SECURITIES, INC.

CRD#: 5050Huntington, NY 11743

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