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AB

Avin E. Bakal

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CRD#: 1250262
AB

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.

Avin Emil Bakal, who also goes by Avin E Bakal, Avin Emile Bakal, was a registered financial professional .

Avin is a previously registered financial professional and started their career in finance in 1984. Avin had worked at 12 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Avin E Bakal | Avin Emile Bakal

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

July 6, 1992 - June 24, 1994

MARSH, BLOCK & CO. INC.

BD
CRD#: 11194
Past

December 20, 1990 - June 27, 1992

BERKELEY SECURITIES CORPORATION

BD
CRD#: 8397
Past

March 22, 1988 - December 14, 1990

SOUTH RICHMOND SECURITIES, INC.

BD
CRD#: 14913
Past

January 15, 1988 - April 20, 1988

MONMOUTH INVESTMENTS, INC.

BD
CRD#: 14047
Past

January 6, 1988 - January 23, 1988

EQUITIES INTERNATIONAL SECURITIES, INC.

BD
CRD#: 8663
Past

August 28, 1987 - December 21, 1987

MARSHALL DAVIS, INC.

BD
CRD#: 16278
Past

July 17, 1987 - September 3, 1987

OUTWATER & WELLS, INC.

BD
CRD#: 2959
Past

March 13, 1986 - July 6, 1987

VICEROY INTERNATIONAL SECURITIES CORP.

BD
CRD#: 13780
Past

April 29, 1985 - October 8, 1985

CLAIRMONT SECURITIES INC.

BD
CRD#: 7206
Past

November 15, 1984 - March 20, 1985

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

October 10, 1984 - November 26, 1984

BARRON, MARSHALL & KAMEN CO., INC.

BD
CRD#: 2390
Past

March 27, 1984 - September 11, 1984

KANAN SECURITIES, INC.

BD
CRD#: 13698

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: 5/7/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MB
MARSH, BLOCK & CO. INC.
MARSH BLOCK NOVA & CO., INC. | MARSH, BLOCK & CO., INC. | MARSH, BLOCK & CO. INC.

CRD#: 11194 / SEC#: , 8-15047

BD
Revoked by SEC on 02/08/1999
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Contact information


Main Address
Mailing Address
Phone number
Established
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


MARSH, BLOCK & CO. INC.

CRD#: 11194

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