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Marilyn J. Freedman

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CRD#: 1301694
MF

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.

Marilyn Joyce Freedman, who also goes by Marilyn Joyce Mankowsky Freedman, was a registered financial professional .

Marilyn is a previously registered financial professional and started their career in finance in 1984. Marilyn had worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marilyn Joyce Mankowsky Freedman

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

August 9, 2013 - August 18, 2014

BRAVER STERN SECURITIES LLC

BD
CRD#: 29108
BOSTON, MA
Past

April 1, 2013 - August 8, 2013

BRAVER STERN SECURITIES LLC

BD
CRD#: 29108
NEW YORK, NY
Past

August 16, 2012 - November 29, 2012

QUINCY CASS ASSOCIATES, INCORPORATED

RIA
CRD#: 686
BOSTON, MA
Past

February 17, 2012 - November 29, 2012

QUINCY CASS ASSOCIATES, INCORPORATED

BD
CRD#: 686
BOSTON, MA
Past

March 20, 2006 - February 21, 2012

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
BOSTON, MA
Past

April 21, 2005 - February 21, 2012

OPPENHEIMER & CO. INC.

BD
CRD#: 249
BOSTON, MA
Past

March 26, 2001 - April 25, 2005

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

October 7, 1996 - March 27, 2001

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

March 18, 1996 - October 15, 1996

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

July 31, 1993 - March 28, 1996

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 4, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

October 11, 1992 - January 22, 1993

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 16, 1992 - September 29, 1992

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

September 20, 1984 - January 20, 1989

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

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
IAR
Series 65
Date: 3/18/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BS
BRAVER STERN SECURITIES LLC
BRAVER STERN & CO. SECURITIES, LLC | WHITE, WELD & CO. WEALTH MANAGEMENT | WHITE, WELD & CO. SECURITIES, LLC | WHITE, WELD & CO. SECURITES, LLC | HALSEY, STUART & CO. ASSET MANAGEMENT, LLC | BRAVER, STERN SECURITIES CORP. | BRAVER STERN SECURITIES LLC | BRAVER STERN SECURITES LLC

CRD#: 29108 / SEC#: 801-79168, 8-43611

BD
Terminated by SEC on 01/02/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/07/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

HALSEY STUART (6/26/2014)

Direct owners and executive officers


NamePositionCRD#
BRAVER STERN & CO. FINANCIAL SERVICES, LLCOWNER / MEMBER
RANKEL, WILLIAM EDWINFIN/OP2074785
SANICOLA, LAWRENCECHIEF COMPLIANCE OFFICER / MANAGING MEMBER703184

Disclosures


Regulatory Event1
Arbitration1

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


BRAVER STERN SECURITIES LLC

CRD#: 29108

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