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Harry J. Fenzel

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CRD#: 1162557
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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.

Harry Joseph Fenzel, who also goes by Harry Jerome Fenzel, Jerry Fenzel, was a registered financial professional .

Harry is a previously registered financial professional and started their career in finance in 1983. Harry had worked at 5 firms and has passed the Series 63, Series 7, Series 22 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Harry Jerome Fenzel | Jerry Fenzel

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 26, 1998 - February 22, 2002

BESSEMER INVESTOR SERVICES, INC.

BD
CRD#: 17442
NEW YORK, NY
Past

August 21, 1996 - October 2, 1997

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

January 30, 1992 - May 9, 1996

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BD
CRD#: 2864
BRYAN, OH
Past

July 27, 1990 - December 31, 1991

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BD
CRD#: 2864
BRYAN, OH
Past

April 19, 1988 - July 3, 1990

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

September 19, 1983 - January 1, 1988

FAIRMOUNT CAPITAL CORPORATION

BD
CRD#: 13860

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: 8/30/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BI
BESSEMER INVESTOR SERVICES, INC.
BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442 / SEC#: , 8-35199

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1271 Avenue Of The Americas 46 Floor, New York, NY 10020
Mailing Address
1271 Avenue Of The Americas 46 Floor, New York, NY 10020
Phone number
(212) 708-9100
Established
Delaware since 04/07/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BESSEMER TRUST COMPANY, N.A.SHAREHOLDER
BOYLE, PATRICK SIDNEYSENIOR VICE PRESIDENT2472066
GLOWACKI, JEFF JOSEPHDIRECTOR/SENIOR VICE PRESIDENT2942946
GUPTA, RITUCHIEF COMPLIANCE OFFICER/ASSISTANT SECRETARY5059699
MARQUEZ, MICHAEL ALLENDIRECTOR/PRESIDENT4413060
MCBRIDE, TIMOTHY SEANSENIOR VICE PRESIDENT2554176
PEDROSO, ARTURO GUSTAVOSENIOR VICE PRESIDENT5161708
SCHLUSSELBERG, BRIAN SCOTTSENIOR VICE PRESIDENT4716582
SLOAN, BENJAMIN PERRYSENIOR VICE PRESIDENT4243057
SYMINGTON, JANE REILLYSENIOR VICE PRESIDENT2520317
TRIMARCO MIRANDO, DIANAASSISTANT TREASURER/ASSISTANT FINANCIAL & OPERATIONS PRINCIPAL5714209
YAWORSKY, GEORGE M.TREASURER/FINANCIAL & OPERATIONS PRINCIPAL6425195

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


BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442

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