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IS

Ira S. Stern

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CRD#: 1227011
IS

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.

Ira Sidney Stern was a registered financial professional .

Ira is a previously registered financial professional and started their career in finance in 1984. Ira had worked at 10 firms and has passed the Series 63, Series 15, Series 5, Series 3, Series 7, Series 4, Series 53, Series 27 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

December 22, 1993 - February 9, 2001

HARBAY, KESSEF & CO.

BD
CRD#: 35308
COLUMBUS, OH
Past

May 11, 1992 - December 16, 1993

CORNA SECURITIES, INC.

BD
CRD#: 28663
COLUMBUS, OH
Past

July 18, 1991 - February 24, 1992

FINANCIAL HORIZONS DISCOUNT BROKERAGE, INC.

BD
CRD#: 23616
Past

February 25, 1991 - February 24, 1992

FINANCIAL HORIZONS SECURITIES CORPORATION

BD
CRD#: 20221
Past

November 27, 1990 - February 27, 1991

OMNI CAPITAL MARKETS, INCORPORATED

BD
CRD#: 23583
Past

October 17, 1990 - November 7, 1990

MULTIPLAN INVESTMENTS, INC.

BD
CRD#: 16890
CENTERVILLE, OH
Past

July 17, 1990 - September 20, 1990

COLUMBUS EQUITIES INTERNATIONAL, INC.

BD
CRD#: 7559
Past

September 13, 1989 - August 14, 1990

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

October 25, 1985 - August 28, 1989

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

January 30, 1984 - November 5, 1985

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829

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: 1/25/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 15
Date: 8/14/1985
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 7/1/1985
Interest Rate Options Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


HK
HARBAY, KESSEF & CO.
HARBAY, KESSEF & CO. | STERN, IRA SIDNEY | J2ZT3, INC.

CRD#: 35308 / SEC#: , 8-46647

BD
Cancelled by SEC on 06/20/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 12/07/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
STERN, IRA SIDNEYPRESIDENT1227011

Disclosures


Regulatory Event5

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


HARBAY, KESSEF & CO.

CRD#: 35308

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