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FIRM PROFILE
Overview
VIEWTRADE SECURITIES, INC. is located at 7280 W. Palmetto Park Rd. Suite 310, Boca Raton, FL 33433 and was first established at Florida, Delaware in 03/17/2000. After operating for 26 years, VIEWTRADE SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of VIEWTRADE SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. VIEWTRADE SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at VIEWTRADE SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 19 disclosures, 18 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access VIEWTRADE SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at VIEWTRADE SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for VIEWTRADE SECURITIES, INC. Comes From
Understanding the Statistics for VIEWTRADE SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
7280 W. Palmetto Park Rd. Suite 310, Boca Raton, FL 33433
7280 W. Palmetto Park Rd. Suite 310, Boca Raton, FL 33433
Small
(561) 620-0306
Delaware since 03/17/2000
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at VIEWTRADE SECURITIES, INC.
James Joseph Stclair JR
Annabel Lee Palumbo Lukens
Mark Alan Ford
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