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CH

Cheryl R. Herzfeld

R.M. STARK & CO.
Lake Worth Beach, FL 33460-4955
Some features on this profile are disabled
CRD#: 1301352
CH

Professional summary


Cheryl Rebecca Herzfeld, who also goes by Cheryl Rebecca Varney, is a registered financial professional currently at R.M. STARK & CO., INC. located in Lake Worth Beach, Florida.

Cheryl is registered as a RR (Registered Representative) and started their career in finance in 1984. Cheryl has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cheryl Rebecca Varney

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) - BD


Click below to view Cheryl Rebecca Herzfeld's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

October 27, 2004 - Present

R.M. STARK & CO., INC.

Office #1: 730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
BD
CRD#: 7612
Lake Worth Beach, FL
Past

September 18, 1991 - October 27, 2004

RODECKER & COMPANY, INVESTMENT BROKERS, INC.

BD
CRD#: 7283
SOUTHFIELD, MI
Past

September 4, 1990 - July 15, 1991

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 1, 1988 - September 4, 1990

LOVETT UNDERWOOD NEUHAUS & WEBB, INC.

BD
CRD#: 22540
Past

March 21, 1988 - September 1, 1988

BOETTCHER & COMPANY, INC.

BD
CRD#: 101
Past

November 21, 1984 - April 5, 1988

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/8/2025)
RR
Arizona
(12/22/2009)
RR
Arkansas
(10/27/2004)
RR
California
(10/27/2004)
RR
Connecticut
(2/15/2012)
RR
District of Columbia
(2/16/2023)
RR
Florida
(10/27/2004)
RR
Georgia
(8/4/2022)
RR
Illinois
(11/26/2021)
RR
Kentucky
(9/12/2007)
RR
Maryland
(2/10/2005)
RR
Massachusetts
(10/27/2004)
RR
Michigan
(10/27/2004)
RR
New York
(10/27/2004)
RR
North Carolina
(1/26/2017)
RR
Ohio
(1/13/2012)
RR
Oklahoma
(8/2/2022)
RR
Pennsylvania
(12/13/2006)
RR
South Carolina
(6/12/2020)
RR
Tennessee
(4/20/2018)
RR
Texas
(10/27/2004)
RR
Virginia
(8/23/2005)
RR
Washington
(10/17/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 12/27/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


RS
R.M. STARK & CO., INC.
R.M. STARK & CO., INC. | RM STARK & CO INC.

CRD#: 7612 / SEC#: , 8-22543

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
Mailing Address
730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
Phone number
(561) 243-3815
Established
Florida since 09/29/1988
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (45 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
RMST HOLDING COMPANY, INC.OWNER
MCTAGUE, ROBIN JAYNECHIEF COMPLIANCE OFFICER1438670
STARK, GARY LESTERCEO433866
STARK, GARY LESTERFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, MUNICIPAL SECURITIES PRINCIPAL, REGISTERED OPTIONS PRINCIPAL433866

Disclosures


Regulatory Event4

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


R.M. STARK & CO., INC.

CRD#: 7612Lake Worth Beach, FL 33460-4955

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