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AM

Alex J. Miselson

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CRD#: 840685
AM

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.

Alex J Miselson was a registered financial professional .

Alex is a previously registered financial professional and started their career in finance in 1977. Alex had worked at 10 firms and has passed the Series 63 and Series 7 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

October 12, 2005 - April 17, 2012

VIEWTRADE SECURITIES, INC.

BD
CRD#: 46987
BOCA RATON, FL
Past

December 16, 2003 - December 21, 2005

VIEWTRADE FINANCIAL

BD
CRD#: 47116
BOCA RATON, FL
Past

June 10, 2003 - December 31, 2003

VIEWTRADE SECURITIES, INC.

BD
CRD#: 46987
BOCA RATON, FL
Past

October 20, 2000 - May 27, 2003

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

February 5, 1999 - October 20, 2000

DRAKE & COMPANY, INC.

BD
CRD#: 16227
NEW YORK, NY
Past

February 21, 1996 - February 5, 1999

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

May 18, 1994 - February 15, 1996

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

June 17, 1985 - May 18, 1994

A. T. BROD & CO. INC.

BD
CRD#: 1319
CLEVELAND, OH
Past

February 15, 1985 - June 24, 1985

DOMIK CORP.

BD
CRD#: 223
Past

June 20, 1983 - February 4, 1985

FAHNESTOCK INTERNATIONAL INC.

BD
CRD#: 279
Past

July 17, 1981 - June 23, 1983

HAAS SECURITIES CORPORATION

BD
CRD#: 2104
Past

July 26, 1977 - July 26, 1981

JII SECURITIES INC.

BD
CRD#: 406

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: 5/29/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


VS
VIEWTRADE SECURITIES, INC.
VIEWTRADE SECURITIES LLC | VIEWTRADE SECURITIES, INC.

CRD#: 46987 / SEC#: , 8-51605

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


Main Address
7280 W. Palmetto Park Rd. Suite 310, Boca Raton, FL 33433
Mailing Address
7280 W. Palmetto Park Rd. Suite 310, Boca Raton, FL 33433
Phone number
(561) 620-0306
Established
Delaware since 03/17/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
VIEWTRADE HOLDING CORPORATIONSHAREHOLDER
DEIHL, MEGAN KOCZAKCHIEF FINANCIAL OFFICER2895988
FORD, MARK ALANCHIEF COMPLIANCE OFFICER1913958
PINHEIRO, DESIREE LEECHIEF OPERATIONS OFFICER4444808
ROSEN, STEVEN ALLENSROP1428637
STCLAIR, JAMES JOSEPH JRPRESIDENT1550599

Disclosures


Regulatory Event18
Arbitration1

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


VIEWTRADE SECURITIES, INC.

CRD#: 46987

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