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Sebastian Attardo

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CRD#: 8558
SA

Professional summary


Sebastian Attardo was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Sebastian is a previously registered financial professional and started their career in finance in 1969. Prior to being barred, Sebastian had worked at 9 firms, which includes SAXONY SECURITIES INC., NATIONAL SECURITIES CORPORATION, THE STUART-JAMES COMPANY INCORPORATED, LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION, FIRST PARK EQUITIES INC., NORTH AMERICAN MANAGEMENT INC., EDWARDS & HANLY, GOTHAM SECURITIES, NORTHEAST INVESTORS PLANNING CORP..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ben Attardo

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 8, 2002 - May 21, 2003

SAXONY SECURITIES, INC.

BD
CRD#: 115547
ST. LOUIS, MO
Past

May 24, 1988 - July 21, 1997

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
Past

February 6, 1987 - August 30, 2002

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

June 13, 1984 - October 29, 1986

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

May 31, 1983 - June 25, 1983

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178
Past

May 31, 1983 - May 9, 1984

FIRST PARK EQUITIES, INC.

BD
CRD#: 5269
Past

May 20, 1983 - October 3, 1983

NORTH AMERICAN MANAGEMENT, INC.

BD
CRD#: 624
Past

March 15, 1973 - December 3, 1973

EDWARDS & HANLY

BD
CRD#: 6554
Past

September 1, 1972 - February 28, 1973

GOTHAM SECURITIES

BD
CRD#: 1000004
Past

December 22, 1969 - August 23, 1972

NORTHEAST INVESTORS PLANNING CORP.

BD
CRD#: 4384

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: 7/30/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/10/1964
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 7/25/1966
General Securities Principal Examination

Current Firm


SS
SAXONY SECURITIES, INC.
SAXONY ADVISORS | SAXONY SECURITIES, INC. | SAXONY SECURITIES

CRD#: 115547 / SEC#: , 8-53490

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


Main Address
11152 S Towne Square, St. Louis, MO 63123
Mailing Address
11152 S Towne Square, St. Louis, MO 63123
Phone number
(314) 963-9336
Established
Missouri since 07/13/2001
Firm type
Corporation
Fiscal year end
March
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#
SAXONY HOLDINGS, INC.SHAREHOLDER
CLARK, BRIAN LESLEYCFO4802438
GRIFFARD, RICHARD EDWARDPRESIDENT/CEO/DIRECTOR2472251
KLUMP, RYAN CHRISTOPHERCOO4762698
MATARAZZI, NATHAN DOMENICOFINOP, PFO AND POO4827090
PALOS, KURT ROBERTVICE PRESIDENT6063745
PFEIFFER, STEPHANIE ANNCCO2278515

Disclosures


Regulatory Event2
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


SAXONY SECURITIES, INC.

CRD#: 115547

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