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SP

Shabana Pathan

VF SECURITIES
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 5146041
SP

Professional summary


Shabana Pathan, who also goes by Shabana Pathan, Shabanabanu Pathan, Shabana Shaikh, Shabanabanu Shaikh, is a registered financial professional currently at VF SECURITIES located in El Segundo, California.

Shabana is registered as a RR (Registered Representative) and started their career in finance in 2010. Shabana has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shabana Pathan | Shabanabanu Pathan | Shabana Shaikh | Shabanabanu Shaikh

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 Shabana Pathan's CRS (Customer Relationship Summary).
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

July 6, 2022 - Present

VF SECURITIES

Office #1: 222 N. Sepulveda Blvd., Suite 10-124, El Segundo, CA 90245Office #2: Quest Coworks, Technopolis Knowledge Park 5th Floor, Hanuman Nagar, Andheri East, Mumbai 400093Office #3: 222 N. Sepulveda Blvd. Suite 10-124, El Segundo, CA 90245
BD
CRD#: 315194
El Segundo, CA
Past

January 4, 2019 - March 28, 2022

CITY NATIONAL SECURITIES, INC.

BD
CRD#: 103705
LOS ANGELES, CA
Past

November 20, 2017 - January 2, 2019

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
Westlake VIllage, CA
Past

March 25, 2017 - November 17, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LOS ANGELES, CA
Past

July 23, 2014 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
WOODLAND HILLS, CA
Past

March 24, 2014 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
LOS ANGELES, CA
Past

March 23, 2010 - May 17, 2012

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
SANTA MONICA, CA

State Registrations and Notice Filings


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

RR
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

RR
California
(7/7/2022)
RR
New Jersey
(1/16/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/15/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 2/3/2025
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


VS
VF SECURITIES
VESTED | VF SECURITIES, INC | VF SECURITIES | VESTED FINANCE

CRD#: 315194 / SEC#: , 8-70745

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
222 N. Sepulveda Blvd. Suite 10-124, El Segundo, CA 90245
Mailing Address
222 N. Sepulveda Blvd. Suite 10-124, El Segundo, CA 90245
Phone number
(303) 217-0143
Established
Delaware since 06/07/2021
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
VESTED HOLDING CORPOWNER
BRODY, SCOTT NATHANCHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER2890610
BROWN, SCOTT LESLIEPRINCIPAL FINANCIAL OFFICER/FINOP6694802
PATHAN, SHABANAASSOCIATE COMPLIANCE DIRECTOR5146041

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


VF SECURITIES

CRD#: 315194El Segundo, CA 90245

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