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JS

John J. Selig

WAVEEDGE PARTNERS LLC
Woodside, CA 94062
Some features on this profile are disabled
CRD#: 6101436
JS

Professional summary

John J.m. Selig is a registered financial professional currently at WAVEEDGE PARTNERS LLC located in Woodside, California.

John is registered as a RR (Registered Representative) and started their career in finance in 2012. John has worked at 2 firms and has passed the Series 63, Series 7TO, SIE, Series 79 and Series 24 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) - BD

Click below to view John J.m. Selig's 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 17, 2014 - Present

WAVEEDGE PARTNERS LLC

Office #1: 5 Ranch Road, Woodside, CA 94062
BD
CRD#: 126182
Woodside, CA
Past

September 25, 2012 - July 18, 2014

WOODSIDE CAPITAL SECURITIES LLC

BD
CRD#: 152603
PALO ALTO, 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
(7/18/2014)

Exams

State Security Law Exam
RR
Series 63
Date: 11/14/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/21/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 9/24/2012
Investment Banking Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/10/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WP
WAVEEDGE PARTNERS LLC
3C-WC PARTNERS | WCP SECURITIES LLC | WAVEEDGE PARTNERS LLC | SKYLINE CAPITAL SECURITIES LLC | MAVERICKS CAPITAL SECURITIES | 3C-WC PARTNERS, LLC

CRD#: 126182 / SEC#: , 8-65863

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

Main Address
5 Ranch Road, Woodside, CA 94062
Mailing Address
5 Ranch Road, Woodside, CA 94062
Phone number
(650) 346-7157
Established
Delaware since 02/27/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
KARAN, JEFFREY SCOTTCEO/CCO
SELIG, JOHN J.M.PRESIDENT/CFO6101436
LANG, LAURAFINOP2249418

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

WAVEEDGE PARTNERS LLC

CRD#: 126182Woodside, CA 94062

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