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NW

Nicholas M. Warner

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CRD#: 5824447
NW

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.

Nicholas M Warner, who also goes by Nick Warner, was a registered financial professional .

Nicholas is a previously registered financial professional and started their career in finance in 2010. Nicholas had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nick Warner

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

February 24, 2015 - September 15, 2015

HBW SECURITIES LLC

BD
CRD#: 136959
WENATCHEE, WA
Past

April 11, 2014 - September 16, 2014

GWN SECURITIES INC.

RIA
CRD#: 128929
Wenatchee, WA
Past

April 11, 2014 - September 16, 2014

GWN SECURITIES INC.

BD
CRD#: 128929
Wenatchee, WA
Past

September 6, 2013 - April 14, 2014

LEGEND ADVISORY, LLC

RIA
CRD#: 104761
WENATCHEE, WA
Past

September 6, 2013 - April 14, 2014

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
WENATCHEE, WA
Past

May 27, 2011 - October 23, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
WENATCHEE, WA
Past

April 27, 2011 - October 23, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
WENATCHEE, WA
Past

September 14, 2010 - May 12, 2011

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
WENATCHEE, WA

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
IAR
Series 65
Date: 5/26/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HS
HBW SECURITIES LLC
HBW SECURITIES LLC

CRD#: 136959 / SEC#: , 8-67056

BD
Terminated by SEC on 09/30/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 04/08/2005
Firm type
Limited Liability Company
Fiscal year end
August
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HBW INSURANCE AND FINANCIAL SERVICES INC.OWNER
BONANNO, JOSEPH ANTHONY JR.CHIEF OPERATING OFFICER & CFO1907829
BROERSMA, JOEL DARRINOWNER/SHAREHOLDER2779679
BROWN, MICHAEL OWENFINOP1658070
COWEN, LOUISE APRILPRINCIPAL4914680
HELLENBRAND, BARNETT DAVIDCEO/PRESIDENT1141518
LINDER, SARAH BETHCHIEF COMPLIANCE OFFICER5084656

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


HBW SECURITIES LLC

CRD#: 136959

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