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PK

Philippe N. Keyes

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CRD#: 1172528
PK

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.

Philippe Noel Keyes, who also goes by Flip Keyes, Philippe Keyes, Philippe Noel Keys, was a registered financial professional .

Philippe is a previously registered financial professional and started their career in finance in 1987. Philippe had worked at 11 firms and has passed the Series 6 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Flip Keyes | Philippe Keyes | Philippe Noel Keys

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

January 15, 2002 - April 9, 2002

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

April 5, 2000 - November 28, 2001

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

March 2, 1999 - April 10, 2000

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

February 25, 1998 - December 31, 1998

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

April 11, 1997 - March 23, 1998

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

April 10, 1996 - May 9, 1997

PIM FINANCIAL SERVICES, INC.

BD
CRD#: 10547
SAN MARCOS, CA
Past

January 28, 1993 - December 31, 1995

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

August 6, 1991 - December 1, 1992

ARM SECURITIES CORPORATION

BD
CRD#: 932
MINOT, ND
Past

October 26, 1989 - November 28, 1990

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 26, 1989 - November 28, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

April 10, 1989 - December 5, 1989

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

April 28, 1987 - April 10, 1989

AMERICAN PACIFIC SECURITIES CORPORATION

BD
CRD#: 5003

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


General Industry/Product Exam
RR
Series 6
Date: 4/27/1987
Investment Company Products/Variable Contracts Representative Examination

Current Firm


S&
SPELMAN & CO., INC.
SPELMAN & CO INC | SPELMAN & CO., INCORPORATED | SPELMAN & CO., INC.

CRD#: 10232 / SEC#: , 8-26811

BD
Cancelled by SEC on 02/25/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 08/17/1981
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AIG ADVISOR GROUP, INC.OWNER
BOURDAMIS, SALLY HANSONVICE PRESIDENT, BROKERAGE SERVICES1812157
CANNON, JAMES RICHARDPRESIDENT,CEO,DIRECTOR1755987
CAPRIOTTI, JACQUELYN MARIEVICE PRESIDENT, VISION 20201575021
CAVANAUGH, MARY LOUISEDIRECTOR1977110
DENBY, SUSANNE MARIEVICE PRESIDENT, CHIEF COMPLIANCE OFFICER2617514
DORFMAN, KENNETH PAULCROP2460380
FIELDS, INGER WILSONFINOP1690043
FREEMAN, BRUCE TODDASSOCIATE VICE PRESIDENT, MUNICIPAL PRINCIPAL2451499
GAUGHAN, BRIDGET MARYEXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, SECRETARY2691949
GAUGHAN, BRIDGET MARYDIRECTOR2691949
KUBICA, LISA SUEEXECUTIVE VICE PRESIDENT, SROP, MP1098488
MCREYNOLDS, MICHAEL RONALDASSISTANT VICE PRESIDENT, INSURANCE816602
PARKER, RALPH JOELASSISTANT VICE PRESIDENT, INSURANCE2587496
RADFORD, CHRISTOPHER BLAKESENIOR VICE PRESIDENT, NATIONAL SALES1564302
ROTHSTEIN, STEVEN ELLIOTDIRECTOR1292456
ROTHSTEIN, STEVEN ELLIOTEXECUTIVE VICE PRESIDENT, CFO/TREASURER1292456
SONCHIK, RITA LYNNVICE PRESIDENT, ACCOUNTING1865389
STAUFFER, RALPH OWEN JRVICE PRESIDENT, INFORMATION TECHNOLOGY3255670

Disclosures


Regulatory Event8
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


SPELMAN & CO., INC.

CRD#: 10232

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