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John P. Slinzak

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CRD#: 1225584
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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.

John Philip Slinzak was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 4 firms and has passed the Series 63 and Series 7 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

February 21, 1986 - July 1, 1986

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

August 9, 1985 - January 18, 1986

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

April 27, 1985 - August 19, 1985

WEDBUSH SECURITIES INC.

BD
CRD#: 877
Past

October 18, 1984 - March 25, 1985

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

June 21, 1984 - July 31, 1984

RENNIE & COMPANY, INC.

BD
CRD#: 10543

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: 8/24/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SF
SOUTHMARK FINANCIAL SERVICES, INC.
SOUTHMARK FINANCIAL SERVICES, INC. | UNIVERSITY SECURITIES CORPORATION

CRD#: 6518 / SEC#: , 8-31808

BD
Terminated by FINRA on 11/20/1990
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 03/16/1984
Firm type
Corporation
Fiscal year end
# 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


SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

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