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Alex Berg

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CRD#: 4281611
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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.

Alex Berg was a registered financial professional .

Alex is a previously registered financial professional and started their career in finance in 2000. Alex had worked at 5 firms and has passed the Series 63, Series 55 and Series 7 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 28, 2003 - May 8, 2003

BENCHMARK SECURITIES GROUP, INC.

BD
CRD#: 103760
OKLAHOMA CITY, OK
Past

November 27, 2002 - January 8, 2003

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

January 17, 2002 - April 14, 2004

THOMAS FLETCHER & COMPANY, INC.

BD
CRD#: 43675
NEW YORK, NY
Past

September 12, 2001 - December 6, 2001

ORION TRADING, LLC

BD
CRD#: 43932
WINTER PARK, FL
Past

February 6, 2001 - September 4, 2001

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

November 20, 2000 - January 23, 2001

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/28/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 4/7/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


BS
BENCHMARK SECURITIES GROUP, INC.
BENCHMARK SECURITIES GROUP, INC.

CRD#: 103760 / SEC#: , 8-52242

BD
Terminated by SEC on 12/30/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Oklahoma since 12/13/1999
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BENCHMARK GLOBAL CAPITAL GROUP,INC.SHAREHOLDER
GODWIN, STEVEN ONEALINTERIM CEO FINOP1687269

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


BENCHMARK SECURITIES GROUP, INC.

CRD#: 103760

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