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SW

Stuart L. Weisbrot

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CRD#: 500538
SW

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.

Stuart Leslie Weisbrot was a registered financial professional .

Stuart is a previously registered financial professional and started their career in finance in 1976. Stuart had worked at 11 firms and has passed the Series 63, Series 3, Series 7, Series 10 and Series 9 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

March 14, 2000 - November 2, 2000

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

December 22, 1998 - March 15, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 20, 1994 - December 23, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 26, 1990 - July 7, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 3, 1985 - February 28, 1990

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

November 30, 1984 - June 18, 1985

RICKEL & ASSOCIATES, INC.

BD
CRD#: 7839
Past

October 26, 1984 - May 23, 1985

EMANUEL MUNICIPAL SECURITIES LTD.

BD
CRD#: 14342
Past

September 13, 1979 - November 7, 1984

EMANUEL AND COMPANY

BD
CRD#: 7309
Past

June 2, 1978 - October 11, 1979

MICHAEL A WEISSER, INC.

BD
CRD#: 7069
Past

April 1, 1977 - July 12, 1978

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

April 6, 1976 - March 4, 1977

HALPERT AND COMPANY, INC.

BD
CRD#: 7094

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: 10/3/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


JS
JWGENESIS SECURITIES, INC.
JW CHARLES SECURITIES,INC. | JWGENESIS SECURITIES, INC. | JWC TRANSITION CORP. | JW GENESIS SECURITIES, INC.

CRD#: 33832 / SEC#: , 8-46367

BD
Terminated by SEC on 03/18/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 04/23/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JWGENESIS FINANICAL SERVICES, INCHOLDING COMPANY
LEEDS, MARSHALL TODDPRESIDENT/DIRECTOR/CEO
MARKS, JOEL ELLIOTEXEC VP/DIRECTOR
BRANT, DAVID ROBERTCFO
DORADO, COLETTA LUKITSCHEXECUTIVE VP
GLASER, GREGG STEVENTREASURER/DIRECTOR/EXECUTIVE VP
LOMBARDI, JEFFREYSROP
SCARLETT, CHARLES EEXECUTIVE VP/CLO
WAGNER, ANDREA JOYCEEXECUTIVE VP/SECRETARY/CROP/CCO
WEINBERG, ARNOLD NATHANCOO

Disclosures


Regulatory Event8
Arbitration8

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


JWGENESIS SECURITIES, INC.

CRD#: 33832

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