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CA

Charles E. Alfano

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CRD#: 1130728
CA

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.

Charles Edward Alfano was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1983. Charles had worked at 3 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

March 3, 1989 - March 10, 1990

TRIPP & CO., INC.

BD
CRD#: 6967
Past

January 17, 1984 - February 22, 1989

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

January 3, 1984 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

July 20, 1983 - October 24, 1983

TRIPP & CO., INC.

BD
CRD#: 6967

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: 8/27/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


T&
TRIPP & CO., INC.
TRIPP & CO., INC.

CRD#: 6967 / SEC#: , 8-19818

BD
Cancelled by SEC on 05/27/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 01/01/1938
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TRIPP FINANCIAL GROUP LTD.STOCKHOLDER
CARMAN, DONALD LESTERCHAIRMAN OF THE BOARD818688
NILSSEN, PAUL ARNOLDCHIEF FINANCIAL OFFICER1396224
OCONNOR, KEVIN MICHAEL JOHNPRESIDENT-CHIEF EXECUTIVE OFFICER- CHIEF COMPLIANCE OFFICER - CROP - SROP1096256

Disclosures


Regulatory Event10
Arbitration3

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


TRIPP & CO., INC.

CRD#: 6967

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