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RS

Rosemarie K. Shenyey

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CRD#: 1180425
RS

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.

Rosemarie Klaibor Shenyey, who also goes by Rosmarie Klaibor Smyczek, was a registered financial professional .

Rosemarie is a previously registered financial professional and started their career in finance in 1983. Rosemarie had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rosmarie Klaibor Smyczek

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 6, 2000 - December 31, 2018

MHA FINANCIAL CORP

BD
CRD#: 7462
WESTWOOD, MA
Past

March 3, 1999 - December 9, 1999

D.H. HILL SECURITIES, LLLP

BD
CRD#: 41528
KINGWOOD, TX
Past

October 5, 1983 - March 12, 1999

RETIREMENT INVESTMENT GROUP

BD
CRD#: 7421
HOUSTON, TX

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: 10/26/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MF
MHA FINANCIAL CORP
DOCTORS FINANCIAL SERVICES | ZENITH CAPITAL | PRESTIGA FUND, LLC | MHA FINANCIAL CORP | M&A COUNSELORS AND FIDUCIARIES, LLC | HELIOS CAPITAL ADVISORS

CRD#: 7462 / SEC#: , 8-21836

Florida
Registered Investment Advisory firm - SEC (3/7/2005 Approved)
Maryland
Registered Investment Advisory firm - SEC (10/30/2020 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (7/6/2011 Approved)
New Jersey
Registered Investment Advisory firm - SEC (3/9/2021 Approved)
New York
Registered Investment Advisory firm - SEC (12/12/2013 Approved)
Texas
Registered Investment Advisory firm - SEC (12/9/2013 Approved)
Virginia
Registered Investment Advisory firm - SEC (10/21/2020 Terminated)
BD
Terminated by SEC on 02/25/2019
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Contact information


Main Address
55a E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450
Mailing Address
Phone number
(212) 257-5240
Established
Massachusetts since 05/13/1977
Firm type
Corporation
Fiscal year end
December
# of Employees
6

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
HOILMAN, C WILLIAMCCO248217

Regulatory assets under management


Total Number of Accounts207
AUM (Assets Under Management)$ 85,836,784

Disclosures


Regulatory Event1
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


MHA FINANCIAL CORP

CRD#: 7462

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