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MS

Marvin W. Solomonson

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CRD#: 1199531
MS

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.

Marvin Warren Solomonson, who also goes by Maryln Warren Solomonson, was a registered financial professional .

Marvin is a previously registered financial professional and started their career in finance in 1983. Marvin had worked at 7 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Maryln Warren Solomonson

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

November 22, 1994 - September 18, 1995

YANKEE FINANCIAL GROUP, INC.

BD
CRD#: 17966
MELVILLE, NY
Past

January 16, 1991 - January 6, 1999

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023
IRVINE, CA
Past

October 17, 1989 - January 18, 1991

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

September 21, 1988 - October 13, 1989

AMERICAN ROYAL INVESTORS, INC.

BD
CRD#: 19197
Past

August 1, 1985 - January 1, 1989

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Past

November 20, 1984 - February 4, 1985

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
Past

October 24, 1983 - October 3, 1984

PFS INVESTMENTS INC.

BD
CRD#: 10111

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: 10/20/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/28/1988
General Securities Principal Examination

Current Firm


YF
YANKEE FINANCIAL GROUP, INC.
YANKEE FINANCIAL GROUP, INC.

CRD#: 17966 / SEC#: , 8-35997

BD
Terminated by SEC on 08/30/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 04/15/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KRESGE, RICHARD FRANCISCEO, PRESIDENT, MAJORITY SHAREHOLDER729077
BORGNER, RICHARD REISSVICE PRESIDENT, COMPLIANCE OFFICER1104666
CALISE, JAMES MARIO SROPTIONS PRINCIPAL38467

Disclosures


Regulatory Event4
Civil Event1
Arbitration1

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


YANKEE FINANCIAL GROUP, INC.

CRD#: 17966

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