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EG

Eduardo Galan

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CRD#: 1096059
EG

Professional summary


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

Eduardo is a previously registered financial professional and started their career in finance in 1994. Prior to being barred, Eduardo had worked at 5 firms, which includes PREFERRED HOLDING CORPORARTION, BRENT CAPITAL CORP., PRINCIPAL SECURITIES INC., TOWER SQUARE SECURITIES INC., BRYN MAWR SECURITIES INC..

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)


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 12, 2003 - June 16, 2008

PREFERRED HOLDING CORPORARTION

BD
CRD#: 45518
BROCKPORT, NY
Past

August 21, 2002 - November 14, 2002

BRENT CAPITAL CORP.

BD
CRD#: 18518
PITTSFORD, NY
Past

July 23, 1997 - August 9, 2002

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

April 8, 1996 - May 28, 1997

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

April 30, 1994 - April 9, 1996

BRYN MAWR SECURITIES INC.

BD
CRD#: 17953
KING OF PRUSSIA, PA

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: 6/10/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


PH
PREFERRED HOLDING CORPORARTION
MIBAUM, ELLIOTT RAYMOND | PREFERRED HOLDING CORPORARTION | PREFERRED FINANCIAL GROUP

CRD#: 45518 / SEC#: , 8-51067

BD
Terminated by SEC on 02/08/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/15/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PREFERRED HOLDING CORPORATIONDIRECT OWNER OF PREFERRED FINANCIAL GROUP
MIBAUM, ELLIOTT RAYMONDPRESIDENT832046

Disclosures


Regulatory Event1

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


PREFERRED HOLDING CORPORARTION

CRD#: 45518

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