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JF

Jay M. Fertman

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CRD#: 1201539
JF

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.

Jay Michael Fertman was a registered financial professional .

Jay is a previously registered financial professional and started their career in finance in 1983. Jay had worked at 8 firms and has passed the Series 63, Series 7 and Series 24 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)


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 25, 1989 - September 25, 1991

FIRST CHOICE SECURITIES CORP.

BD
CRD#: 17021
Past

March 2, 1988 - March 16, 1989

WILLIAM BARTON FINANCIAL, INC.

BD
CRD#: 13893
Past

January 4, 1988 - March 12, 1988

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

January 7, 1986 - February 3, 1988

BROOKS WEINGER ROBBINS & LEEDS INC.

BD
CRD#: 14156
Past

April 29, 1985 - December 6, 1985

GENERAL AMERICAN SECURITIES, INC.

BD
CRD#: 10668
Past

July 24, 1984 - April 16, 1985

MALONE & ASSOCIATES, INC.

BD
CRD#: 10412
Past

February 9, 1984 - April 27, 1984

NTB FINANCIAL CORPORATION

BD
CRD#: 7425
Past

November 22, 1983 - February 2, 1984

APS FINANCIAL CORPORATION

BD
CRD#: 10033

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: 12/19/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FC
FIRST CHOICE SECURITIES CORP.
FIRST CHOICE SECURITIES CORP. | SHELTER CREEK SECURITIES, INC. | PLUM CREEK SECURITIES, INC.

CRD#: 17021 / SEC#: , 8-34926

BD
Expelled by FINRA on 12/07/1992
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 12/15/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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 CHOICE SECURITIES CORP.

CRD#: 17021

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