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Carol S. Biegel

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CRD#: 1248228
CB

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.

Carol S Biegel, who also goes by Carol Sue Biegel, was a registered financial professional .

Carol is a previously registered financial professional and started their career in finance in 1984. Carol had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carol Sue Biegel

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.
Providing sales activities for Resolute Investment Services, Inc. which is an affiliate of Resolute Investment Distributors, Inc.

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 28, 2018 - August 4, 2022

RESOLUTE INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 287788
IRVING, TX
Past

November 30, 2010 - August 4, 2022

AMERICAN BEACON ADVISORS, INC.

RIA
CRD#: 105552
IRVING, TX
Past

February 5, 2010 - February 28, 2018

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

April 23, 2004 - February 11, 2009

VAN KAMPEN ADVISORS INC

RIA
CRD#: 104703
OAKBROOK TERRACE, IL
Past

April 23, 1985 - February 11, 2009

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

May 21, 1984 - May 17, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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
IAR
Series 65
Date: 12/21/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RI
RESOLUTE INVESTMENT DISTRIBUTORS, INC.
RESOLUTE INVESTMENT DISTRIBUTORS, INC.

CRD#: 287788 / SEC#: , 8-69912

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
220 East Las Colinas Blvd. Ste. 1200, Irving, TX 75039
Mailing Address
220 East Las Colinas Blvd. Ste. 1200, Irving, TX 75039
Phone number
(817) 391-6100
Established
Delaware since 02/02/2017
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
RESOLUTE INVESTMENT MANAGERS, INC.SOLE SHAREHOLDER
MCKINNEY, TERRI LYNNDIRECTOR2967330
SEARS, CHRISTINA ELAINEVICE PRESIDENT2708589
STUMM, GREGORY JOHN JR.PRESIDENT, DIRECTOR, AND CEO4730753
WALL, STUART WESLEYCHIEF COMPLIANCE OFFICER2554023

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


RESOLUTE INVESTMENT DISTRIBUTORS, INC.

CRD#: 287788

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