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MP

Mary V. Petrow

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CRD#: 1065678
MP

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.

Mary Vanhousen Petrow, who also goes by Mary Gail Pankonin, Mary Pankonin, Mary Gail Pankoninvanhousen, Mary Vanhousen, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 1982. Mary had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary Gail Pankonin | Mary Pankonin | Mary Gail Pankoninvanhousen | Mary Vanhousen

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

February 15, 2013 - December 31, 2021

J. STEPHAN & COMPANY, INC.

RIA
CRD#: 165026
MISSION WOODS, KS
Past

April 9, 1991 - October 4, 1991

MONY SECURITIES CORPORATION

BD
CRD#: 4386
Past

November 2, 1988 - April 28, 1989

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
Past

November 17, 1987 - August 30, 1988

LM CONSOLIDATED FINANCIAL CORP.

BD
CRD#: 789
Past

December 22, 1983 - December 2, 1987

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

October 1, 1982 - October 1, 1983

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611

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
IAR
Series 65
Date: 12/20/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JS
J. STEPHAN & COMPANY, INC.
J. STEPHAN & COMPANY, INC.

CRD#: 165026 / SEC#:

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Contact information


Main Address
1968 Shawnee Mission Parkway Suite 101, Mission Woods, KS 66205
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


J. STEPHAN & COMPANY, INC.

CRD#: 165026

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