Unclaimed
Allen Stewart Khanchik is a registered representative with Samuel A. Ramirez & Company, Inc. Allen has over 13 years of experience in the financial services industry. Allen is licensed in New York and holds the Series 7, 24, 52TO, 53, 55, 57TO, 62, 63, 99TO, and SIE securities licenses. Allen is also a registered principal in New York. Prior to joining Samuel A. Ramirez & Company, Inc., Allen was employed by Securevest Financial Group, Lodestar Securities Corp., Bayes Capital LLC, Bayes Capital Markets LLC, Legend Securities, Inc., Assent LLC, and Trillium Trading LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
01/23/2020 - Present
Samuel A. Ramirez & Company, Inc. (NEW YORK NY)
NJ
07/06/2017 - 01/21/2020
SECUREVEST FINANCIAL GROUP (MORRISTOWN NJ)
NY
02/19/2013 - 06/15/2016
LODESTAR SECURITIES CORP. (NEW YORK NY)
NJ
05/19/2016 - 06/10/2016
BAYES CAPITAL LLC (WESTWOOD NJ)
NJ
05/19/2016 - 06/10/2016
BAYES CAPITAL MARKETS LLC (OLD TAPPAN NJ)
NY
03/03/2011 - 02/20/2013
LEGEND SECURITIES, INC. (NEW YORK NY)
NY
02/18/2010 - 07/28/2010
LEGEND SECURITIES, INC. (NEW YORK NY)
NY
04/20/2009 - 12/21/2009
ASSENT LLC (NEW YORK NY)
NY
06/13/2007 - 02/27/2009
TRILLIUM TRADING LLC (NEW YORK NY)
NJ
11/06/2006 - 11/08/2006
J.P. TURNER & COMPANY, L.L.C. (JERSEY CITY NJ)
BC
Issued 02/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/11/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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