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Irene Goldberg

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CRD#: 1282174
IG

Professional summary


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

Irene is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Irene had worked at 12 firms, which includes BROOKSTREET SECURITIES CORPORATION, NATIONAL SECURITIES CORPORATION, PROFESSIONAL CONCEPTS & PLANNING INC., WELLS FARGO ADVISORS FINANCIAL NETWORK LLC, SHARPE CAPITAL INC., MURPHEY MARSEILLES SMITH & NAMMACK INC., FIRST MONTAUK SECURITIES CORP., GSG GLOBAL SECURITIES GROUP INC., SCHONFELD SECURITIES LLC, SHELTER ROCK SECURITIES CORP., UNIVERSAL SECURITIES OF AMERICA INC., CREATIVE SECURITIES CORP..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Irene Weiner Goldberg | Irene Weiner

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

January 2, 2001 - March 24, 2004

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

May 18, 2000 - January 1, 2001

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

September 9, 1999 - May 18, 2000

PROFESSIONAL CONCEPTS & PLANNING, INC.

BD
CRD#: 15321
GARDEN CITY, NY
Past

April 19, 1999 - September 17, 1999

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

April 25, 1997 - April 23, 1999

SHARPE CAPITAL, INC.

BD
CRD#: 18452
NEW YORK, NY
Past

September 7, 1995 - April 30, 1997

MURPHEY, MARSEILLES, SMITH & NAMMACK, INC.

BD
CRD#: 18032
NEW YORK, NY
Past

April 12, 1990 - September 7, 1995

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

February 12, 1990 - April 12, 1990

GSG GLOBAL SECURITIES GROUP INC.

BD
CRD#: 16135
Past

January 19, 1990 - February 20, 1990

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

August 13, 1985 - February 27, 1990

SHELTER ROCK SECURITIES CORP.

BD
CRD#: 11043
Past

July 12, 1985 - August 5, 1985

UNIVERSAL SECURITIES OF AMERICA, INC.

BD
CRD#: 11529
Past

November 21, 1984 - July 15, 1985

CREATIVE SECURITIES CORP.

BD
CRD#: 3509

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: 10/28/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BS
BROOKSTREET SECURITIES CORPORATION
BROOKSTREET CAPITAL MANAGEMENT | TMG SECURITIES, INC. | FINANCIAL MANAGEMENT ADVISORS,INC. | BROOKSTREET SECURITIES CORPORATION

CRD#: 14667 / SEC#: , 8-31032

BD
Cancelled by SEC on 10/26/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/24/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BROOKS FAMILY TRUST, STANLEY BROOKS TRUSTEESHAREHOLDER / OWNER
BROOKS, STANLEY CLIFTONPRESIDENT AND TRUSTEE OF BROOKSTREET FAMILY TRUST31684

Disclosures


Regulatory Event25
Civil Event1
Arbitration22

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

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