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Robert A. Friedlaender

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CRD#: 1191002
RF

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.

Robert Alan Friedlaender, who also goes by Robert A Friedlaender, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1987. Robert had worked at 5 firms and has passed the Series 63, Series 72, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert A Friedlaender

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 1, 2004 - November 15, 2005

REFCO SECURITIES, LLC

BD
CRD#: 14094
NEW YORK, NY
Past

June 1, 1992 - December 23, 1996

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

March 20, 1990 - May 29, 1992

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

August 25, 1988 - October 25, 1988

BNY SECURITIES, INC.

BD
CRD#: 19712
Past

July 25, 1987 - February 19, 1988

THE MOCATTA CORPORATION

BD
CRD#: 19742

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: 2/20/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 72
Date: 9/29/2004
Government Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/21/1995
General Securities Principal Examination

Current Firm


RS
REFCO SECURITIES, LLC
REFCO SECURITIES, INC. | REFCO SECURITIES, LLC

CRD#: 14094 / SEC#: , 8-26718

BD
Terminated by SEC on 05/22/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/10/1999
Firm type
Limited Liability Company
Fiscal year end
February
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
REFCO REGULATED COMPANIES, LLCMEMBER/SHAREHOLDER
CALAMUNCI, ROBERT JOSEPH SRFINOP1618899
SHAPIRO, ROBERT IRACEO420115

Disclosures


Regulatory Event7
Civil Event1
Arbitration3
Bond1

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


REFCO SECURITIES, LLC

CRD#: 14094

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