Perry Saar

FLEXTRADE LLC

Great Neck, NY 11021

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CRD#: 4745415

Professional summary

Perry Saar, who also goes by Pinchas Saar, is a registered financial professional currently at FLEXTRADE LLC located in Great Neck, New York.

Perry is registered as a RR (Registered Representative) and started their career in finance in 2004. Perry has worked at 9 firms and has passed the Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Pinchas Saar

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) - BD

Click below to view Perry Saar's CRS (Customer Relationship Summary).

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

Current

April 16, 2019 - Present

FLEXTRADE LLC

Office #1: 111 Great Neck Road, Great Neck, NY 11021Office #2: One Penn Plaza 41st Floor, Suite 4119, New York, NY 10119

CRD#: 113226

Great Neck, NY

Past

September 17, 2014 - February 12, 2018

FLEXTRADE LLC

CRD#: 113226

GREAT NECK, NY

Past

August 16, 2011 - August 28, 2014

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 23, 2008 - March 8, 2013

LAVAFLOW, INC.

CRD#: 120444

NEW YORK, NY

Past

September 10, 2007 - July 29, 2008

LAVA TRADING, INC.

CRD#: 133804

NEW YORK, NY

Past

September 15, 2006 - September 11, 2007

EQUITY TRADING ONLINE, LLC

CRD#: 104038

NEW YORK, NY

Past

July 19, 2006 - August 23, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

BROOKLYN, NY

Past

February 18, 2005 - April 21, 2005

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

January 10, 2005 - January 11, 2005

GVC CAPITAL LLC

CRD#: 38923

GREENWOOD VILLAGE, CO

Past

April 28, 2004 - March 21, 2005

FIS BROKERAGE & SECURITIES SERVICES LLC

CRD#: 104162

BOLINGBROOK, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(4/16/2019)

Exams

State Security Law Exam

Series 63

Date: 12/10/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 2/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 1/18/2007

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 4/27/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FLEXTRADE LLC

CRD#: 113226 / SEC#: , 8-53309

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

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Contact information

Main Address

111 Great Neck Road, Great Neck, NY 11021

Mailing Address

111 Great Neck Road Suite 314, Great Neck, NY 11021

Phone number

(516) 627-8993

Established

New York since 12/18/2000

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
FLEXTRADE SYSTEMS INC.	SOLE MEMBER
KEDIA, VIJAY	MANAGER: PRESIDENT; CHIEF OPERATING OFFICER; CEO	4399594
SERRA, CARL ANTHONY III	FINOP	3179039
WOLFF, DANIEL JOSEPH	CCO	4343845

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.

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Advisor Monitoring

Firm Stability Insights

Perry Saar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Perry Saar's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLEXTRADE LLC

CITIGROUP GLOBAL MARKETS INC.

LAVAFLOW, INC.

LAVA TRADING, INC.

EQUITY TRADING ONLINE, LLC

CHASE INVESTMENT SERVICES CORP.

J.P. MORGAN SECURITIES LLC

GVC CAPITAL LLC

FIS BROKERAGE & SECURITIES SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/10/2004

Series 57TO

Date: 1/2/2023

SIE

Date: 2/12/2018

Series 55

Date: 1/18/2007

Series 7

Date: 4/27/2004

FINRA

Current Firm

FLEXTRADE LLC

Contact information

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FLEXTRADE LLC

TRUST BUT VERIFY

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