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Carol A. Miller-pekrul

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CRD#: 1178885
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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.

Carol A. Miller-pekrul, who also goes by Carol A. Miller, Carol Miller Pekrul, was a registered financial professional .

Carol is a previously registered financial professional and started their career in finance in 1983. Carol had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carol A. Miller | Carol Miller Pekrul

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 23, 2015 - December 31, 2015

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
SOUTH WINDSOR, CT
Past

January 7, 2015 - December 31, 2015

INVESTACORP, INC.

BD
CRD#: 7684
SOUTH WINDSOR, CT
Past

April 30, 2004 - January 8, 2015

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
NEWINGTON, CT
Past

May 10, 1999 - December 31, 2014

FINANCIAL NETWORK CONCEPTS LLC

RIA
CRD#: 127056
NEWINGTON, CT
Past

April 27, 1989 - April 30, 2004

MAIN STREET MANAGEMENT COMPANY

BD
CRD#: 547
BOSTON, MA
Past

May 24, 1985 - June 1, 1989

LANDMARK FINANCIAL MANAGEMENT CORPORATION

BD
CRD#: 16237
Past

September 23, 1983 - May 13, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

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: 6/19/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/11/1984
General Securities Principal Examination

Current Firm


IA
INVESTACORP ADVISORY SERVICES INC
INVESTACORP ADVISORY SERVICES INC

CRD#: 109011 / SEC#: 801-57738

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Contact information


Main Address
4400 Biscayne Blvd 11th Floor, Miami, FL 33137
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

INVESTACORP ADVISORY SERVICES, INC. WRAP FEE PROGRAM BROCHURE (6/26/2020)

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


INVESTACORP ADVISORY SERVICES INC

CRD#: 109011

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