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SG

Stephen H. Gorman

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CRD#: 1114562
SG

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.

Stephen Howard Gorman was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1983. Stephen had worked at 5 firms and has passed the Series 63 and Series 7 exams.

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

November 11, 1986 - February 10, 1987

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

October 2, 1986 - October 22, 1986

FIRST OF MICHIGAN CORPORATION

BD
CRD#: 311
Past

February 13, 1986 - October 29, 1986

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

February 13, 1986 - November 13, 1986

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
Past

April 21, 1983 - January 24, 1986

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

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: 5/27/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


DB
DREXEL BURNHAM LAMBERT INCORPORATED
DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323 / SEC#: , 8-6161

BD
Terminated by FINRA on 02/18/1992
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/16/1973
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

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