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CV

Carol E. Vatter

BEECH HILL SECURITIES
New York, NY 10022
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CRD#: 1040107
CV

Professional summary


Carol Ellen Vatter is a registered financial professional currently at BEECH HILL SECURITIES, INC. located in New York, New York.

Carol is registered as a RR (Registered Representative) and started their career in finance in 1982. Carol has worked at 7 firms and has passed the Series 63, Series 57TO, SIE, Series 55 and Series 7 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) - BD


Click below to view Carol Ellen Vatter's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

July 31, 2017 - Present

BEECH HILL SECURITIES, INC.

Office #1: 880 Third Avenue 16th Floor, New York, NY 10022
BD
CRD#: 24771
New York, NY
Past

May 28, 2002 - August 2, 2017

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
NEW YORK, NY
Past

May 20, 1986 - June 19, 2002

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

January 16, 1986 - May 23, 1986

SWERGOLD, CHEFITZ & INCORPORATED

BD
CRD#: 13936
Past

July 12, 1985 - August 19, 1985

F.D. ROBERTS SECURITIES, INC.

BD
CRD#: 693
Past

July 11, 1985 - July 17, 1985

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

May 21, 1982 - June 3, 1985

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(9/13/2023)
RR
Connecticut
(8/12/2020)
RR
Florida
(2/15/2019)
RR
Massachusetts
(7/31/2017)
RR
New York
(7/31/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 5/8/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/23/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BH
BEECH HILL SECURITIES, INC.
BEECH HILL SECURITIES, INC. | CANTOR, WEISS & FRIEDNER, INC. | CANTOR & WEISS, INC. | BH INDEPENDENT ADVISOR SOLUTIONS

CRD#: 24771 / SEC#: , 8-41389

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
880 3rd Avenue 16th Floor, New York, NY 10022-4730
Mailing Address
880 3rd Avenue 16th Floor, New York, NY 10022-4730
Phone number
(212) 350-7200
Established
New York since 05/12/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 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#
IANNUZZI, ADOLFO VINCENTCFO / CCO- MUTUAL FUNDS2874669
IANNUZZI, ADOLFO VINCENTCHIEF EXECUTIVE OFFICER2874669
IANNUZZI, ADOLFO VINCENTPRESIDENT2874669
IANNUZZI, ADOLFO VINCENTOWNER2874669
IANNUZZI, ADOLFO VINCENTCORP SECY2874669
CANTOR, PAUL SETHOWNER39844
CATANIA, FERDINANDO JRCCO - MUNICIPALS3263571
FIORINI, DONNA ANNEEXECUTIVE REPRESENTATIVE1289258
FIORINI, DONNA ANNECCO - GENERAL COMPLIANCE1289258

Disclosures


Regulatory Event6

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


BEECH HILL SECURITIES, INC.

CRD#: 24771New York, NY 10022

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