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AS

Allan Silverberg

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CRD#: 424004
AS

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.

Allan Silverberg, who also goes by Allen Silverberg, was a registered financial professional .

Allan is a previously registered financial professional and started their career in finance in 1974. Allan had worked at 11 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Allen Silverberg

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, 2006 - December 31, 2012

NEW ENGLAND SECURITIES

RIA
CRD#: 615
ST. LOUIS, MO
Past

September 1, 2006 - November 21, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
ST. LOUIS, MO
Past

June 16, 2006 - August 21, 2006

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
LADUE, MO
Past

January 15, 2004 - June 21, 2006

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
LADUE, MO
Past

April 17, 2000 - January 27, 2004

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

March 29, 1999 - April 19, 2000

THE LEADERS GROUP, INC.

BD
CRD#: 37157
LITTLETON, CO
Past

February 8, 1995 - April 6, 1999

UMB FINANCIAL SERVICES, INC.

BD
CRD#: 17073
KANSAS CITY, MO
Past

January 27, 1986 - January 13, 1995

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

August 15, 1984 - January 31, 1986

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
Past

January 23, 1984 - September 13, 1984

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

December 1, 1983 - September 21, 1984

PPS SECURITIES CORP.

BD
CRD#: 10244
Past

April 3, 1974 - April 18, 1984

HOME LIFE INSURANCE COMPANY

BD
CRD#: 4184

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: 10/5/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 3/23/1974
Registered Representative Examination

Current Firm


NE
NEW ENGLAND SECURITIES
NEL EQUITY SERVICES CORPORATION | NEW ENGLAND SECURITIES CORPORATION | NEW ENGLAND SECURITIES

CRD#: 615 / SEC#: 801-47061, 8-13910

BD
Terminated by SEC on 04/03/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 02/01/1968
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FUND MANAGEMENT SERVICES PROGRAM DISCLOSURE BROCHURE (12/23/2014)

Direct owners and executive officers


NamePositionCRD#
NEW ENGLAND LIFE INSURANCE COMPANY ("NELICO" OR "NEW ENGLAND FINANCIAL")100% SHAREHOLDER
COHN, MARC ALLANCHIEF COMPLIANCE OFFICER, INVESTMENT ADVISER2464524
CRUZ, ORLANDO RAFAEL JRPRESIDENT AND CHAIRMAN2311194
FORGET, ELIZABETH MARYDIRECTOR AND CHAIRMAN2767945
HALPERIN, JEFFREY PAULANTI-MONEY LAUNDERING OFFICER2899327
HALPERIN, JEFFREY PAULCHIEF COMPLIANCE OFFICER, BROKER-DEALER2899327
HONKUS, TINA MARIEVICE-PRESIDENT, LICENSING AND REGISTRATION1288648
LACEK, MICHAEL JCHIEF LEGAL OFFICER
LAPIANA, PAUL ANTHONYDIRECTOR2237245
MARTINEZ, JOHN GREGORYVICE PRESIDENT AND FINANCIAL OPERATIONS PRINCIPAL2210722
MINK, DAVID MYERSCHIEF OPERATIONS OFFICER2606831
MURPHY, SEAN ANDREWVICE-PRESIDENT1963911
REYNOLDS, TYLA LYNNSECRETARY6318828

Disclosures


Regulatory Event9
Arbitration10

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


NEW ENGLAND SECURITIES

CRD#: 615

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