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Charles H. Kolber

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CRD#: 1051521
CK

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.

Charles Henry Kolber, who also goes by None None None None, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 2004. Charles had worked at 2 firms and has passed the Series 63, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None None None 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

March 8, 2018 - June 21, 2023

THE TRANSPORTATION GROUP (SECURITIES) LIMITED

BD
CRD#: 286288
New York, NY
Past

January 1, 2004 - June 22, 2016

THE TRANSPORTATION GROUP (SECURITIES) LIMITED

BD
CRD#: 24329
NEW YORK, NY

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: 1/14/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam

Current Firm


TT
THE TRANSPORTATION GROUP (SECURITIES) LIMITED
THE TRANSPORTATION GROUP (SECURITIES) LIMITED

CRD#: 286288 / SEC#: , 8-69878

BD
Approved by SEC on 03/08/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 08/17/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
THE TRANSPORTATION GROUP (CAPITAL) LIMITEDSHAREHOLDER
KOLBER, CHARLES HENRYCHIEF COMPLIANCE OFFICER1051521
LAU, TUNG MAI PEARLMANAGING DIRECTOR4699521
SIPKIN, JOSEPH GARYCHIEF FINANCIAL OFFICER1334813
STEUERT, JOSEPH JOHNCHIEF EXECUTIVE OFFICER435770

Disclosures


Regulatory Event7

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


THE TRANSPORTATION GROUP (SECURITIES) LIMITED

CRD#: 286288

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