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TS

Todd M. Spehler

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CRD#: 1255835
TS

Professional summary


Todd Mitchell Spehler was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Todd is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Todd had worked at 5 firms, which includes RENAISSANCE FINANCIAL SECURITIES CORP., COLONIAL PENN DISTRIBUTORS CORP., ROBERT TODD FINANCIAL CORP., GLOBAL CAPITAL SECURITIES INC., FORESTERS FINANCIAL SERVICES INC..

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

November 27, 1992 - April 2, 1998

RENAISSANCE FINANCIAL SECURITIES CORP.

BD
CRD#: 10735
Past

October 11, 1989 - September 24, 1990

COLONIAL PENN DISTRIBUTORS CORP.

BD
CRD#: 11108
Past

December 10, 1987 - December 2, 1992

ROBERT TODD FINANCIAL CORP.

BD
CRD#: 7423
NEW YORK, NY
Past

May 4, 1984 - November 4, 1987

GLOBAL CAPITAL SECURITIES, INC.

BD
CRD#: 13358
Past

April 24, 1984 - December 12, 1984

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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: 4/20/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RF
RENAISSANCE FINANCIAL SECURITIES CORP.
AFA DISTRIBUTORS, INC. | RENAISSANCE FINANCIAL SECURITIES CORP.

CRD#: 10735 / SEC#: , 8-27267

BD
Terminated by SEC on 06/13/1998
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 01/14/1982
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


RENAISSANCE FINANCIAL SECURITIES CORP.

CRD#: 10735

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