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PH

Philip A. Haluska

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CRD#: 1180933
PH

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.

Philip Andrew Haluska, who also goes by Philip A Haluska, was a registered financial professional .

Philip is a previously registered financial professional and started their career in finance in 1983. Philip had worked at 8 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Philip A Haluska

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

October 6, 1997 - November 19, 1997

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

BD
CRD#: 14538
TAMPA, FL
Past

March 27, 1995 - September 22, 1997

SOUTHWICK INVESTMENTS, INC.

BD
CRD#: 36127
ATLANTA, GA
Past

August 5, 1994 - March 21, 1995

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

January 15, 1993 - July 8, 1994

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
DENVER, CO
Past

July 5, 1991 - October 5, 1992

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 10, 1991 - June 24, 1991

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

November 22, 1988 - May 20, 1991

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

August 24, 1983 - December 6, 1988

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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: 8/30/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FS
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED
ACORN SECURITIES,INC. | FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED | FIRST SOUTHEASTERN SECURITIES GROUP, INC.

CRD#: 14538 / SEC#: , 8-30834

BD
Terminated by SEC on 01/13/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 11/04/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HALE, HENRY ARNOLDCHAIRMAN, CEO, PRESIDENT, MUNI PRINCIPAL, TREASURER, FIN & OPS PRINCIPAL233797
DORMEYER, JACQUELINE SUECOO, EXEC V. P., EXEC REP, CCO, SECRETARY OF CORP, SROP, CROP1175898

Disclosures


Regulatory Event1
Bond2

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


FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

CRD#: 14538

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