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ZE

Zakaria Elabidejjemani

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CRD#: 5656079
ZE

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.

Zakaria Elabidejjemani was a registered financial professional .

Zakaria is a previously registered financial professional and started their career in finance in 2009. Zakaria had worked at 4 firms and has passed the Series 63, SIE and Series 6 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

April 27, 2016 - December 14, 2016

HERITAGE FINANCIAL SYSTEMS, LLC

BD
CRD#: 133019
MALVERN, PA
Past

February 4, 2014 - January 29, 2016

SANTANDER SECURITIES LLC

BD
CRD#: 41791
HAVERTOWN, PA
Past

March 4, 2013 - December 23, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
KENNETT SQUARE, PA
Past

October 27, 2009 - March 6, 2013

NYLIFE SECURITIES LLC

BD
CRD#: 5167
HAVERTOWN, PA

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: 10/30/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/14/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/16/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HF
HERITAGE FINANCIAL SYSTEMS, LLC
HERITAGE FINANCIAL SYSTEMS, INC. | HERITAGE FINANCIAL SYSTEMS, LLC

CRD#: 133019 / SEC#: , 8-66670

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

Main Address
5 Great Valley Parkway Suite 334, Malvern, PA 19355
Mailing Address
5 Great Valley Parkway Suite 334, Malvern, PA 19355
Phone number
(610) 889-2066
Established
Pennsylvania since 01/01/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 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#
LUREEN, BRIAN KEITHFINOP, MUNICIPAL SECURITIES PRINCIPAL, CCO1613204
LUREEN, BRIAN KEITHPRESIDENT, SUPERVISORY PRINCIPAL1613204
ELLISON, WAYNE ARTHURSR. COMPLIANCE OFFICER, TRADE DESK SUPERVISOR1454652

Disclosures

Civil Event1

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

HERITAGE FINANCIAL SYSTEMS, LLC

CRD#: 133019

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