Allen R. Paksima
Professional summary
Allen Reza Paksima is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.
Allen is registered as a RR (Registered Representative) and started their career in finance in 2003. Allen has worked at 3 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Allen Reza Paksima's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 28, 2006 - Present
CRESCENT SECURITIES GROUP, INC.
Office #1: 4975 Preston Park Blvd. Suite 820, Plano, TX 75093August 2, 2004 - September 27, 2006
CAPNET SECURITIES CORPORATION
July 1, 2003 - August 2, 2004
INSTITUTIONAL CAPITAL MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/9/2013)
(12/18/2018)
(9/28/2006)
(9/28/2006)
(9/28/2006)
(9/28/2006)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993 / SEC#: , 8-53457
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 2 |
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Company Information
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993Plano, TX 75093TRUST BUT VERIFY
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