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FO

Frank Ottaviani

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CRD#: 1248043
FO

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.

Frank Ottaviani was a registered financial professional .

Frank is a previously registered financial professional and started their career in finance in 1984. Frank had worked at 16 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

December 24, 1996 - May 7, 1997

JOSEPH DILLON & COMPANY INC.

BD
CRD#: 35220
GREAT NECK, NY
Past

September 25, 1996 - January 1, 1997

ROAN CAPITAL PARTNERS L.P.

BD
CRD#: 33063
NEW YORK, NY
Past

June 14, 1996 - August 12, 1996

COLIN WINTHROP & CO., INC.

BD
CRD#: 26012
JERICHO, NY
Past

November 1, 1995 - August 5, 1996

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY
Past

March 7, 1995 - October 11, 1996

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

October 19, 1994 - March 8, 1995

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

January 5, 1994 - October 27, 1994

D. BLECH & COMPANY, INCORPORATED

BD
CRD#: 26063
NEW YORK, NY
Past

May 13, 1992 - January 5, 1994

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

December 6, 1991 - May 19, 1992

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

July 3, 1991 - June 13, 1992

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

May 31, 1991 - July 5, 1991

FIRST INDEPENDENCE GROUP INC.

BD
CRD#: 17407
Past

November 30, 1990 - June 20, 1991

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

March 2, 1990 - December 11, 1990

FIRST INDEPENDENCE GROUP INC.

BD
CRD#: 17407
Past

July 20, 1989 - September 25, 1989

FIRST FIDELITY CAPITAL CORP.

BD
CRD#: 17967
Past

May 18, 1989 - July 14, 1989

ROBERT TODD FINANCIAL CORP.

BD
CRD#: 7423
Past

March 9, 1989 - May 20, 1989

A.J. MICHAELS & CO., LTD.

BD
CRD#: 19883
Past

January 18, 1988 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670
Past

March 18, 1987 - September 4, 1987

INVESTORS CENTER, INC.

BD
CRD#: 14670
Past

July 26, 1984 - January 10, 1987

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

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: 10/1/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


JD
JOSEPH DILLON & COMPANY INC.
JOSEPH DILLON & COMPANY INC.

CRD#: 35220 / SEC#: , 8-46589

BD
Terminated by SEC on 10/20/2000
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 09/15/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FRADELLA, SALVATORE ANTHONYEXECUTIVE VICE PRESIDENT - SALES1482494
JALOZA, STEVEN RICHARDCEO1320831
KAUFMAN, WAYNE SETHMANAGING DIRECTOR2490476
STOLTZ, MARC HAROLDFINOP1008943

Disclosures


Regulatory Event3
Arbitration11

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


JOSEPH DILLON & COMPANY INC.

CRD#: 35220

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