World First Financial Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

19 Bangor St, Staten Island, New York, 1...

Phone Number

(212) 584-4139

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About World First Financial Services

World First Financial Services, Inc. is a financial services company that provides a range of services to individual and institutional investors, emphasizing personalized service and conservative investment policies. Operating under strict regulatory frameworks, the firm focuses on facilitating government, municipal, corporate, and equity transactions. They collaborate with Wells Fargo Clearing LLC to manage client accounts and provide additional services, including securities maintenance and insurance protection. With a commitment to high professional standards and client satisfaction, World First Financial Services aims to build enduring client relationships.Explore more
World First Financial Services's Social MediaPopular SearchesWorld First Financial Services IncSIC Code 62,621NAICS Code 52,523Show more

World First Financial Services Org Chart

JD
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
JM
United States flag for contact location.

Manager, Operations Equity & Trader & Muni Bo...

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

World First Financial Ser...

<$5M
1-10
Private
-
1976
JD
James DeslondePresident & CEO
$6.5M
11-50
Private
-
2005
$5.8M
11-50
Private
-
2021
$5.6M
1-10
Private
-
2005
SC
Shawna ChoateOperational Sales Associate
<$5M
11-50
Private
<$5M
1994
JH
Jeffrey HoldgraferManaging Director
<$5M
1-10
Private
-
2013
AP
Anthony PetrilliFounder and Managing Member
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

World First Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

World First Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about World First Financial Services.

World First Financial Services Tech Stack

A closer look at the technologies used by World First Financial Services

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Frequently Asked Questions Regarding World First Financial Services

What is World First Financial Services's official website?
World First Financial Services's official website is www.worldfinancial.net
What is World First Financial Services's Revenue?
World First Financial Services's revenue is <$5 Million
What is World First Financial Services's SIC code?
World First Financial Services's SIC: 62,621
What is World First Financial Services's NAICS code?
World First Financial Services's NAICS: 52,523
How many employees does World First Financial Services have?
World First Financial Services has 1-10 employees
What industry does World First Financial Services belong to?
World First Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is World First Financial Services competition?
World First Financial Services top competitors include: Moomoo, Petrilli Capital Management, Hudson Partners Securities, Cambridge International Securities
What technology does World First Financial Services use?
Some of the popular technologies that World First Financial Services uses are: Google Universal Analytics, RackSpace Cloud DNS, Node.js, Microsoft 365
How do I contact World First Financial Services?
World First Financial Services contact info: Phone number: (212) 584-4139 Website: www.worldfinancial.net
What does World First Financial Services do?

World First Financial Services, Inc. is a financial services company that provides a range of services to individual and institutional investors, emphasizing personalized service and conservative investment policies. Operating under strict regulatory frameworks, the firm focuses on facilitating government, municipal, corporate, and equity transacti... ons. They collaborate with Wells Fargo Clearing LLC to manage client accounts and provide additional services, including securities maintenance and insurance protection. With a commitment to high professional standards and client satisfaction, World First Financial Services aims to build enduring client relationships.Read More

What are World First Financial Services social media links?
World First Financial Services Linkedin page
Is World First Financial Services a public company?
World First Financial Services is private company therefore does not currently have an official ticker symbol
See more information about World First Financial Services

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