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Warren E. Spehar

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CRD#: 431698
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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.

Warren Edward Spehar was a registered financial professional .

Warren is a previously registered financial professional and started their career in finance in 1969. Warren had worked at 18 firms and has passed the Series 15, Series 1, Series 53 and Series 4 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

May 8, 1989 - April 29, 1999

FIRST WESTCHESTER SECURITIES

BD
CRD#: 23484
SOMERS, NY
Past

May 2, 1986 - May 31, 1989

WILLIAM M. CADDEN & CO., INC.

BD
CRD#: 16363
Past

October 28, 1985 - November 5, 1985

PALICO LLC

BD
CRD#: 15960
Past

July 22, 1985 - April 19, 1986

VINCENT, THOMAS & ASSOCIATES, INC.

BD
CRD#: 14786
Past

October 26, 1984 - April 1, 1985

EMPIRE NATIONAL SECURITIES, INCORPORATED

BD
CRD#: 7361
Past

May 9, 1979 - October 24, 1983

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

September 26, 1978 - March 13, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 18, 1978 - July 22, 1980

LOEB PARTNERS

BD
CRD#: 7534
Past

September 26, 1977 - September 26, 1978

WHITE, WELD & CO. INCORPORATED

BD
CRD#: 6802
Past

May 5, 1977 - October 7, 1977

HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED

BD
CRD#: 7394
Past

September 24, 1976 - May 5, 1977

SPENCER TRASK & CO. INCORPORATED

BD
CRD#: 782
Past

April 28, 1976 - October 13, 1976

MOSELEY, HALLGARTEN & ESTABROOK INC

BD
CRD#: 7501
Past

August 4, 1975 - April 28, 1976

MOSELEY, HALLGARTEN & ESTABROOK INC.

BD
CRD#: 6679
Past

September 18, 1974 - November 6, 1975

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

September 18, 1974 - November 6, 1975

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

September 18, 1974 - November 6, 1975

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
Past

January 28, 1974 - September 22, 1974

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

March 25, 1969 - February 28, 1974

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


General Industry/Product Exam
RR
Series 15
Date: 2/7/1986
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 1
Date: 3/21/1969
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


FW
FIRST WESTCHESTER SECURITIES
FIRST WESTCHESTER SECURITIES

CRD#: 23484 / SEC#: , 8-40576

BD
Cancelled by SEC on 02/18/2000
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 09/01/1988
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


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


FIRST WESTCHESTER SECURITIES

CRD#: 23484

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