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Gary Van Etten

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CRD#: 1261317
GV

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.

Gary Van Etten, who also goes by Gary Van Etten, was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1998. Gary had worked at 8 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gary Van Etten

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

September 3, 2020 - June 9, 2021

PEOPLE'S SECURITIES, INC.

BD
CRD#: 13704
Hamden, CT
Past

March 28, 2017 - December 20, 2019

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
HAMDEN, CT
Past

September 21, 2016 - March 6, 2017

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
NORTH HAVEN, CT
Past

September 21, 2011 - September 21, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
NORTH HAVEN, CT
Past

October 1, 2000 - May 2, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ANSONIA, CT
Past

December 9, 1999 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

May 17, 1999 - July 19, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

October 17, 1998 - February 23, 1999

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
CINCINNATI, OH

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: 11/5/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PS
PEOPLE'S SECURITIES, INC.
GERSTEIN FISHER | PEOPLE'S SECURITIES, INC. | PEOPLE'S FINANCIAL ADVISORS | OLSON MOBECK INVESTMENT ADVISORS | OLSON MOBECK | GERSTEIN FISHER ASSET MANAGEMENT

CRD#: 13704 / SEC#: 801-63122, 8-29667

BD
Terminated by SEC on 02/03/2023
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Contact information


Main Address
850 Main Street, Bridgeport, CT 06604
Mailing Address
Phone number
Established
Connecticut since 04/29/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

PSI FORM ADV PART 2A (9/3/2019)

Direct owners and executive officers


NamePositionCRD#
MANUFACTURERS & TRADERS TRUST COMPANYPARENT
HUNTER, JEFFREY FRANKPRESIDENT,PRINCIPAL OPERATIONS OFFICER,DIRECTOR1851035
KING, MARIECORPORATE SECRETARY2970483
MCAFEE, MATTHEW JAMESCHAIRMAN OF THE BOARD AND DIRECTOR5456594
MEDREK, EMILY SUI-LINGPRINCIPAL FINANCIAL OFFICER3185486
MURPHY, PATRICK JOHNDIRECTOR7563196
RUMANS, TERRI FOGARTYCHIEF COMPLIANCE OFFICER2574833

Disclosures


Regulatory Event4
Arbitration2

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


PEOPLE'S SECURITIES, INC.

CRD#: 13704

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