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ML

Michael F. Lattof

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CRD#: 1266923
ML

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.

Michael Francis Lattof JR was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1988. Michael had worked at 8 firms and has passed the Series 63 and Series 6 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

April 4, 2007 - July 21, 2008

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
GLOUCESTER, MA
Past

March 26, 2003 - March 29, 2007

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

October 31, 2002 - December 31, 2002

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

May 31, 2000 - July 26, 2002

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

May 3, 1999 - July 5, 2000

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

March 17, 1999 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

February 14, 1997 - March 19, 1999

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

December 5, 1996 - February 21, 1997

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

February 18, 1988 - November 18, 1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

February 18, 1988 - November 18, 1996

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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: 5/19/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FE
FORESTERS EQUITY SERVICES, INC.
FORESTERS EQUITY SERVICES, INC. | FORESTERS SECURITIES, INC.

CRD#: 18464 / SEC#: 801-77880, 8-36703

BD
Terminated by SEC on 02/11/2019
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Contact information


Main Address
6640 Lusk Blvd #a202, San Diego, CA 92121
Mailing Address
Phone number
Established
California since 05/15/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART II (3/27/2018)

Direct owners and executive officers


NamePositionCRD#
THE INDEPENDENT ORDER OF FORESTERS ("IOF")OWNER
GERB, JASON HARRISCHIEF COMPLIANCE OFFICER3021815
GIL, JUDITH ELAINEVICE PRESIDENT COMPLIANCE2707895
MALECHUK, LAURA ANNFINANCIAL OPERATIONS PRINCIPAL1105982
MCDONOUGH, MARK EVP OPERATIONS4254608
REABURN, PAUL DOUGLASDIRECTOR4125521
SMITH, FRANK LEOPRESIDENT2080590
SMITH, FRANK LEODIRECTOR2080590

Disclosures


Regulatory Event2

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


FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

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