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Winston E. Allen

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CRD#: 3610
WA

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.

Winston Earle Allen MR., who also goes by Winston Earle Allen, was a registered financial professional .

Winston is a previously registered financial professional and started their career in finance in 1962. Winston had worked at 1 firm and has passed the Series 99TO, Series 7TO, SIE, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Winston Earle Allen

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

October 16, 1962 - January 11, 2021

AAG CAPITAL, INC

BD
CRD#: 188
WESTPORT,, CT

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


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam

Current Firm


AAG CAPITAL, INC
AAG CAPITAL, INC
AAG CAPITAL, INC | CREATIVE INVESTOR SERVICES, INC. | AAG CAPITAL, INC.

CRD#: 188 / SEC#: , 8-12911

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


Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Phone number
(941) 932-2158
Established
Florida since 11/25/1981
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (51 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#
AAG CAPITAL HOLDINGS, LLCOWNER
GUINTA, GREGG ARTHURPRESIDENT3187502
SILVESTRO, MICHELEFINOP6960939
WILKES, DEREK ALLENCCO5168873

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


AAG CAPITAL, INC

AAG CAPITAL, INC

CRD#: 188

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