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JR

James P. Randazzo

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CRD#: 1031200
JR

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.

James Phillip Randazzo was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1982. James had worked at 10 firms and has passed the Series 63, Series 3, Series 7, Series 8 and Series 4 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

July 10, 1995 - August 27, 1996

FBD INVESTMENT SERVICES, INC.

BD
CRD#: 35592
LEAWOOD, KS
Past

September 23, 1994 - June 21, 1995

GEORGE K. BAUM & COMPANY

BD
CRD#: 36354
KANSAS CITY, MO
Past

April 24, 1992 - September 26, 1994

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

July 14, 1988 - May 4, 1992

GENERAL SECURITIES CORP

BD
CRD#: 15062
NORTH KANSAS CITY, MO
Past

February 27, 1987 - July 29, 1988

B.C. CHRISTOPHER SECURITIES CO.

BD
CRD#: 60
KANSAS CITY, MO
Past

November 18, 1986 - March 16, 1987

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

August 27, 1985 - December 1, 1986

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

November 16, 1983 - October 7, 1985

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

June 16, 1982 - December 27, 1983

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

February 10, 1982 - June 8, 1982

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

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: 2/8/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/27/1988
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


FI
FBD INVESTMENT SERVICES, INC.
FBD CONSULTING, INC. | FRINGE BENEFIT INVESTMENT SERVICES, INC. | FBD INVESTMENT SERVICES, INC.

CRD#: 35592 / SEC#: , 8-46757

BD
Terminated by SEC on 11/25/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Kansas since 03/17/1989
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
NFP SECURITIESOWNER
JUFFA, MICHAEL RICHARDVICE PRESIDENT
SMITH, BRYAN JOSEPHSECRETARY
ZANDERS, MICHAEL FREDPRESIDENT

Disclosures


Regulatory Event2

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


FBD INVESTMENT SERVICES, INC.

CRD#: 35592

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