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JT

Jose Enrico C. Tangonan

SLD AMERICA EQUITIES
Quezon City, 1100
Some features on this profile are disabled
CRD#: 6847186
JT

Professional summary


Jose Enrico Canasa Tangonan, who also goes by Jose Enrico Tangonan, Jose-enrico Canasa Tangonan, is a registered financial professional currently at SLD AMERICA EQUITIES, INC. .

Jose Enrico is registered as a RR (Registered Representative) and started their career in finance in 2017. Jose Enrico has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jose Enrico Tangonan | Jose-Enrico Canasa Tangonan

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 Jose Enrico Canasa Tangonan'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

February 16, 2023 - Present

SLD AMERICA EQUITIES, INC.

Office #1: 12/f One Cyberpod Centris Bl Eton Centris, Edsa Cor. Quezon Ave, Quezon City 1100
BD
CRD#: 36259
Quezon City,
Past

November 7, 2017 - October 8, 2021

E*TRADE SECURITIES LLC

BD
CRD#: 29106
Makati City,

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: 12/21/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SA
SLD AMERICA EQUITIES, INC.
ING AMERICA EQUITIES, INC. | VOYA AMERICA EQUITIES, INC. | SLD AMERICA EQUITIES, INC.

CRD#: 36259 / SEC#: , 8-47089

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


Main Address
1475 Dunwoody Drive Attention:compliance, West Chester, PA 19380
Mailing Address
1475 Dunwoody Drive Attention:compliance, West Chester, PA 19380
Phone number
(763) 342-9429
Established
Colorado since 09/27/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (46 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SECURITY LIFE OF DENVER INSURANCE COMPANYPARENT OF BROKER/DEALER
ANDERSON, KELLY MARIEDEPUTY COMPLIANCE OFFICER1819119
BURNS, BRANDI JOPRESIDENT5862366
DIXIT, ANURAKTCHAIR/DIRECTOR8029030
ESLINGER, CHAD MICHAELCHIEF COMPLIANCE OFFICER4182299
KILIAN, CONRAD JOHANNFINANCIAL AND OPERATIONS PRINCIPAL6214509
SOCHA, KEVIN ROBERTDIRECTOR7241694
WIESE, AMY JODIRECTOR5928677

Disclosures


Regulatory 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


SLD AMERICA EQUITIES, INC.

CRD#: 36259Quezon City 1100

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