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LW

Leonard S. Wine

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CRD#: 469796
LW

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.

Leonard Stevenson Wine, who also goes by Len Wine, was a registered financial professional .

Leonard is a previously registered financial professional and started their career in finance in 1973. Leonard had worked at 10 firms and has passed the Series 63, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Len Wine

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

September 9, 1997 - March 25, 1998

LUMIERE SECURITIES, INC.

BD
CRD#: 13414
DENVER, CO
Past

April 4, 1994 - September 5, 1997

STRATEGIC RESOURCE MANAGEMENT, INC.

BD
CRD#: 28974
AURORA, CO
Past

July 14, 1988 - July 8, 1993

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

November 3, 1983 - July 12, 1988

FITZGERALD, TALMAN, INC.

BD
CRD#: 13699
Past

January 12, 1978 - November 25, 1983

DEVANNEY, BURGIN, SHANACY, INC.

BD
CRD#: 7167
Past

April 12, 1977 - January 9, 1978

FIRST FINANCIAL SECURITIES, INC.

BD
CRD#: 6758
Past

November 19, 1976 - May 18, 1977

PITTMAN & COMPANY, INCORPORATED

BD
CRD#: 5225
Past

April 12, 1973 - December 18, 1976

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

April 12, 1973 - December 18, 1976

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

April 12, 1973 - December 18, 1976

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321

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: 4/2/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/29/1973
Registered Representative Examination

Current Firm


LS
LUMIERE SECURITIES, INC.
AFFILIATED INVESTMENT CORPORATION | LUMIERE SECURITIES, INC. | LIK SECURITIES

CRD#: 13414 / SEC#: , 8-29275

BD
Cancelled by SEC on 06/13/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 12/06/1982
Firm type
Corporation
Fiscal year end
March
# 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


LUMIERE SECURITIES, INC.

CRD#: 13414

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