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FM

Frank A. Magnani

INTERACTIVE BROKERS
Greenwich, CT 06830
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CRD#: 1178961
FM

Professional summary


Frank Anthony Magnani is a registered financial professional currently at INTERACTIVE BROKERS CORP. located in Greenwich, Connecticut.

Frank is registered as a RR (Registered Representative) and started their career in finance in 1983. Frank has worked at 10 firms and has passed the Series 63, Series 79TO, SIE, Series 3, Series 15, Series 7, Series 4, Series 10 and Series 9 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) - BD


Click below to view Frank Anthony Magnani's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

January 29, 2015 - Present

INTERACTIVE BROKERS CORP.

Office #1: Pickwick Plaza, Greenwich, CT 06830
BD
CRD#: 117942
Greenwich, CT
Past

May 22, 2013 - January 9, 2015

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

February 5, 2013 - May 21, 2013

DIRECT ACCESS PARTNERS LLC

BD
CRD#: 120950
NEW YORK, NY
Past

February 7, 2007 - February 1, 2013

CELADON FINANCIAL GROUP LLC

BD
CRD#: 36538
NEW YORK, NY
Past

January 4, 2005 - February 2, 2007

RAFFERTY CAPITAL MARKETS, LLC

BD
CRD#: 23682
NEW YORK, NY
Past

April 5, 2004 - January 4, 2005

LEK SECURITIES CORPORATION

BD
CRD#: 33135
NEW CITY, NY
Past

August 23, 2002 - March 30, 2004

NF CLEARING, INC.

BD
CRD#: 14285
PHILADELPHIA, PA
Past

June 10, 1999 - March 10, 2003

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

January 6, 1993 - July 8, 1997

PDR DISTRIBUTORS, INC.

BD
CRD#: 29002
Past

August 23, 1983 - September 21, 1984

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/29/2015)
RR
Alaska
(1/29/2015)
RR
Arizona
(1/29/2015)
RR
Arkansas
(1/29/2015)
RR
California
(1/29/2015)
RR
Colorado
(1/29/2015)
RR
Connecticut
(1/29/2015)
RR
Delaware
(1/29/2015)
RR
District of Columbia
(1/29/2015)
RR
Florida
(3/4/2015)
RR
Georgia
(1/29/2015)
RR
Hawaii
(1/29/2015)
RR
Idaho
(1/29/2015)
RR
Illinois
(1/29/2015)
RR
Indiana
(1/29/2015)
RR
Iowa
(1/29/2015)
RR
Kansas
(1/29/2015)
RR
Kentucky
(1/29/2015)
RR
Louisiana
(1/29/2015)
RR
Maine
(1/29/2015)
RR
Maryland
(1/29/2015)
RR
Massachusetts
(1/29/2015)
RR
Michigan
(1/29/2015)
RR
Minnesota
(1/29/2015)
RR
Mississippi
(1/29/2015)
RR
Missouri
(1/29/2015)
RR
Montana
(1/29/2015)
RR
Nebraska
(1/29/2015)
RR
Nevada
(1/29/2015)
RR
New Hampshire
(1/29/2015)
RR
New Jersey
(1/29/2015)
RR
New Mexico
(1/29/2015)
RR
New York
(1/29/2015)
RR
North Carolina
(1/29/2015)
RR
North Dakota
(1/29/2015)
RR
Ohio
(1/30/2015)
RR
Oklahoma
(1/29/2015)
RR
Oregon
(1/29/2015)
RR
Pennsylvania
(1/29/2015)
RR
Puerto Rico
(1/29/2015)
RR
Rhode Island
(1/29/2015)
RR
South Carolina
(1/29/2015)
RR
South Dakota
(1/29/2015)
RR
Tennessee
(10/23/2015)
RR
Texas
(3/4/2015)
RR
Utah
(1/29/2015)
RR
Vermont
(1/29/2015)
RR
Virgin Islands
(8/14/2017)
RR
Virginia
(1/29/2015)
RR
Washington
(1/29/2015)
RR
West Virginia
(1/29/2015)
RR
Wisconsin
(1/29/2015)
RR
Wyoming
(1/29/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 1/13/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 6/12/1984
Foreign Currency Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA

Current Firm


IB
INTERACTIVE BROKERS CORP.
CONIFER FUTURE TRADE, LLC | INTERACTIVE BROKERS CORP. | FUTURETRADE SECURITIES, LLC | FUTURETRADE SECURITIES CORP.

CRD#: 117942 / SEC#: , 8-53615

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


Main Address
Pickwick Plaza, Greenwich, CT 06830
Mailing Address
Two Pickwick Plaza, Greenwich, CT 06830
Phone number
(203) 618-5700
Established
Delaware since 01/16/2009
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# 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#
IB EXCHANGE CORP.OWNER
BRODY, PAUL JONATHANSECRETARY, PRINCIPAL OPERATIONS OFFICER1722066
GALIK, MILANCEO2204066
GELMAN, JONATHAN MICHAELCCO AND ROSFP5440103
MENICUCCI, JAMESPRINCIPAL FINANCIAL OFFICER6590173
SANDERS, STEVEN JAYEXECUTIVE VICE PRESIDENT SALES AND MARKETING2812548

Disclosures


Regulatory Event3

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


INTERACTIVE BROKERS CORP.

CRD#: 117942Greenwich, CT 06830

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