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JF

James B. Fischer

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CRD#: 1258308
JF

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.

James Buckle Fischer was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1984. James had worked at 9 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

July 15, 1993 - September 28, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

May 17, 1993 - July 12, 1993

JMC INVESTMENT SERVICES, INC.

BD
CRD#: 14376
Past

November 5, 1992 - May 4, 1993

UNITED PACIFIC SECURITIES, INC.

BD
CRD#: 21986
Past

November 1, 1991 - November 19, 1992

JMC INVESTMENT SERVICES, INC.

BD
CRD#: 14376
Past

January 12, 1990 - September 25, 1991

REES FINANCIAL GROUP, INC.

BD
CRD#: 24274
Past

September 21, 1988 - January 17, 1990

CAPITAL HILL GROUP, INC.

BD
CRD#: 10323
Past

December 14, 1987 - September 22, 1988

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

September 8, 1986 - December 22, 1987

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

August 1, 1984 - September 17, 1986

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

April 18, 1984 - August 16, 1984

ALL SERVICES FINANCIAL CENTER

BD
CRD#: 7832

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: 5/31/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


PE
PRUDENTIAL EQUITY GROUP, LLC
BACHE HALSEY STUART SHIELDS INCORPORATED | WWW.PRUDENTIAL.COM | PRUDENTIAL-BACHE SECURITIES INC. | PRUDENTIAL SECURITIES INCORPORATED | PRUDENTIAL EQUITY GROUP, LLC | PRUDENTIAL EQUITY GROUP, INC.

CRD#: 7471 / SEC#: , 8-27154

BD
Terminated by SEC on 01/18/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/02/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PRUDENTIAL SECURITIES GROUP INC.["PSGI"] PARENT OF PRUDENTIAL EQUITY GROUP, LLCSHAREHOLDER DIRECT
BAVARO, MARGUERITE ANNECHIEF OPERATIONS OFFICER722294
DUGAN, MICHAEL JOSEPHCHIEF FINANCIAL OFFICER AND CHIEF ADMINISTRATIVE OFFICER1604211
RICE, JUDY ANNMANAGER67215
SHEA, MICHAEL JOSEPHMANAGER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER1014613
STRANGFELD, JOHN ROBERT JRMANAGER & CHAIRMAN OF THE BOARD1301812

Disclosures


Regulatory Event288
Civil Event1
Arbitration579

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


PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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