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Robert J. Flynn

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CRD#: 1078446
RF

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.

Robert James Flynn, who also goes by Bob Flynn, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1983. Robert had worked at 7 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Flynn

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

October 12, 2005 - February 22, 2008

PROFESSIONAL ASSET MANAGEMENT, INC.

BD
CRD#: 21125
BLOOMFIELD HILLS, MI
Past

February 23, 1999 - February 17, 2005

RAMPART FINANCIAL SERVICES, INC.

BD
CRD#: 43294
DOYLESTOWN, PA
Past

December 12, 1996 - December 31, 1998

WATERSTONE FINANCIAL GROUP, INC.

BD
CRD#: 10078
BOSTON, MA
Past

May 15, 1995 - October 4, 1996

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

June 19, 1991 - December 14, 1994

LISS FINANCIAL SERVICES

BD
CRD#: 21950
MILWAUKEE, WI
Past

May 4, 1987 - December 19, 1990

FUNDING CAPITAL INC.

BD
CRD#: 16108
Past

March 1, 1983 - July 10, 1991

HALL SECURITIES CORPORATION

BD
CRD#: 13013

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: 7/14/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 12/21/1967
Registered Representative Examination

Current Firm


PA
PROFESSIONAL ASSET MANAGEMENT, INC.
PROFESSIONAL ASSET MANAGEMENT, INC.

CRD#: 21125 / SEC#: , 8-38813

BD
Terminated by SEC on 10/28/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Michigan since 09/10/1987
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FLAM, JOAN EDWINAMO/CORP. SEC.719351
JOHNSON, PETER CHARLESPRESIDENT/TREASURER/CCO854653

Disclosures


Regulatory Event2
Arbitration1

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


PROFESSIONAL ASSET MANAGEMENT, INC.

CRD#: 21125

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