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EF

Eileen J. Fern

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CRD#: 1068655
EF

Professional summary


Eileen Jean Fern was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Eileen is a previously registered financial professional and started their career in finance in 1982. Prior to being barred, Eileen had worked at 7 firms, which includes INDEPENDENCE CAPITAL CO. INC., WRP INVESTMENTS INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, SIGNATOR INVESTORS INC., WALNUT STREET SECURITIES INC., INDEPENDENCE CAPITAL CORPORATION, 1717 CAPITAL MANAGEMENT COMPANY.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eileen Jean Knopf | Eileen Jean Fern Knopf | Eileen Jean Phillips

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

August 4, 2011 - February 24, 2012

INDEPENDENCE CAPITAL CO., INC.

BD
CRD#: 24723
PARMA, OH
Past

June 2, 1997 - August 4, 2011

WRP INVESTMENTS, INC.

BD
CRD#: 7365
PARMA HEIGHTS, OH
Past

June 12, 1992 - May 20, 1997

INDEPENDENCE CAPITAL CO., INC.

BD
CRD#: 24723
PARMA, OH
Past

February 8, 1991 - June 19, 1992

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

February 8, 1991 - June 19, 1992

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

May 3, 1988 - February 6, 1991

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

June 4, 1985 - May 3, 1988

INDEPENDENCE CAPITAL CORPORATION

BD
CRD#: 14136
Past

December 3, 1982 - June 12, 1985

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082

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: 4/29/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IC
INDEPENDENCE CAPITAL CO., INC.
INDEPENDENCE CAPITAL CO., INC.

CRD#: 24723 / SEC#: , 8-41331

Arizona
Registered Investment Advisory firm - SEC (10/26/2015 Approved)
Florida
Registered Investment Advisory firm - SEC (1/2/2009 Approved)
Indiana
Registered Investment Advisory firm - SEC (4/2/2013 Approved)
Michigan
Registered Investment Advisory firm - SEC (1/5/2011 Approved)
Ohio
Registered Investment Advisory firm - SEC (8/9/1999 Approved)
Pennsylvania
Registered Investment Advisory firm - SEC (1/3/2011 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
5579 Pearl Road, Suite 100, Parma, OH 44129
Mailing Address
5579 Pearl Road, Suite 100, Parma, OH 44129
Phone number
(440) 888-7000
Established
Ohio since 04/29/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
41

FINRA licenses (38 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
SCHEIMAN, THOMAS GREGORYPRESIDENT, CROP, SROP1508288
TOETZ, DAVID WILLIAMVP1379388
TWAROGOWSKI, DENNIS CLARENCECHIEF COMPLIANCE OFFICER1033169

Regulatory assets under management


Total Number of Accounts295
AUM (Assets Under Management)$ 99,922,105

Disclosures


Regulatory Event3

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


INDEPENDENCE CAPITAL CO., INC.

CRD#: 24723

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