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Qian Wan

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CRD#: 5167757
QW

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.

Qian Wan, who also goes by Ken Wan, was a registered financial professional .

Qian is a previously registered financial professional and started their career in finance in 2006. Qian had worked at 3 firms and has passed the Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ken Wan

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

December 20, 2010 - September 14, 2012

GETCO EXECUTION SERVICES LLC

BD
CRD#: 145021
NEW YORK, NY
Past

September 22, 2008 - December 10, 2008

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

September 6, 2006 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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: 9/9/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 1/25/2011
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


GE
GETCO EXECUTION SERVICES LLC
GETCO EXECUTION SERVICES LLC | GETCO EXECUTION SERVICES LLC.

CRD#: 145021 / SEC#: , 8-67694

BD
Terminated by SEC on 02/17/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/21/2007
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GETCO TRADING, LLC100% OWNER OF GETCO EXECUTION SERVICES, LLC
CARTER, DEREK DAVIDFINOP4261872
DONELSON, JAMES ALANCFO5206984
FACCHINE, THOMAS JOSEPHCHIEF COMPLIANCE OFFICER1852754
HERRICK, CHARLES JONATHANMANAGER4452141

Disclosures


Regulatory Event3

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


GETCO EXECUTION SERVICES LLC

CRD#: 145021

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