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GS

Gene M. Simpson

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CRD#: 424801
GS

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.

Gene Marshall Simpson was a registered financial professional .

Gene is a previously registered financial professional and started their career in finance in 1973. Gene had worked at 9 firms and has passed the Series 65, Series 63, PC, Series 000 and Series 1 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

January 26, 2018 - December 19, 2018

STRATOSPHERE ASSET MANAGEMENT

RIA
CRD#: 290168
HUNTINGTON BEACH, CA
Past

November 12, 2012 - May 3, 2013

RANCE KING SECURITIES CORP.

BD
CRD#: 15737
LONG BEACH, CA
Past

September 21, 2010 - November 16, 2010

RANCE KING SECURITIES CORP.

BD
CRD#: 15737
LONG BEACH, CA
Past

October 23, 2006 - March 26, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
LONG BEACH, CA
Past

October 23, 2006 - March 26, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
LONG BEACH, CA
Past

September 10, 2002 - October 30, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
BREA, CA
Past

September 10, 2002 - October 30, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BREA, CA
Past

July 26, 1999 - September 16, 2002

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
LONG BEACH, CA
Past

July 26, 1999 - September 16, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 26, 1989 - July 24, 1999

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

December 1, 1986 - January 7, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

February 1, 1983 - December 16, 1986

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

October 23, 1975 - February 10, 1983

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

September 4, 1973 - November 22, 1975

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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: 10/4/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
PC
Date: 10/25/1983
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 10/1/1973
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 8/29/1973
Registered Representative Examination

Current Firm


SA
STRATOSPHERE ASSET MANAGEMENT
STRATOSPHERE ASSET MANAGEMENT | STRATOSPHERE ASSET MANAGEMENT LLC

CRD#: 290168 / SEC#:

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Contact information


Main Address
Thousand Oaks, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


STRATOSPHERE ASSET MANAGEMENT

CRD#: 290168

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