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AE

Allison Endara

QUASAR DISTRIBUTORS
Charlotte, NC 28277
Some features on this profile are disabled
CRD#: 6366133
AE

Professional summary

Allison Endara, who also goes by Allison Elizabeth Endara, Allison E Mahavier, Allison Elizabeth Mahavier, is a registered financial professional currently at QUASAR DISTRIBUTORS, LLC located in Charlotte, North Carolina.

Allison is registered as a RR (Registered Representative) and started their career in finance in 2020. Allison has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Allison Elizabeth Endara | Allison E Mahavier | Allison Elizabeth Mahavier

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 Allison Endara'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

March 7, 2024 - Present

QUASAR DISTRIBUTORS, LLC

Office #1: 6210 Ardrey Kell Road Suite 300, Charlotte, NC 28277
BD
CRD#: 103848
Charlotte, NC
Past

December 18, 2020 - November 27, 2023

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
San Diego, CA
Past

November 3, 2020 - November 27, 2023

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 30, 2020 - October 21, 2020

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

June 30, 2020 - October 21, 2020

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
SAN DIEGO, CA
Past

June 30, 2020 - October 21, 2020

CETERA ADVISORS LLC

BD
CRD#: 10299
SAN DIEGO, CA
Past

June 30, 2020 - October 21, 2020

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SAN DIEGO, 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
North Carolina
(3/7/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/30/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/15/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

QD
QUASAR DISTRIBUTORS, LLC
QUASAR DISTRIBUTORS, LLC

CRD#: 103848 / SEC#: , 8-52323

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

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/21/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENEVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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

QUASAR DISTRIBUTORS, LLC

CRD#: 103848Charlotte, NC 28277

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