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RF

Rosemary Fairhead

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CRD#: 1336754
RF

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.

Rosemary Fairhead, who also goes by Rosemary Fairhead Takacs, Rosemary Takacs, was a registered financial professional .

Rosemary is a previously registered financial professional and started their career in finance in 1985. Rosemary had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 53, Series 24, Series 4 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rosemary Fairhead Takacs | Rosemary Takacs

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

July 19, 2004 - March 31, 2016

CARDINAL INVESTMENTS, INC.

BD
CRD#: 36838
BELLEVILLE, IL
Past

October 21, 2003 - May 24, 2004

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

August 17, 2001 - June 27, 2003

SCUDDER FINANCIAL SERVICES, INC.

BD
CRD#: 41692
BOSTON, MA
Past

May 24, 2000 - June 1, 2004

DWS INVESTMENT MANAGEMENT AMERICAS, INC.

RIA
CRD#: 104518
CHICAGO, IL
Past

January 3, 2000 - October 21, 2003

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

August 4, 1997 - January 4, 2000

CARDINAL INVESTMENTS, INC.

BD
CRD#: 36838
COLUMBIA, IL
Past

December 1, 1992 - August 5, 1997

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

February 11, 1987 - December 1, 1992

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

June 17, 1986 - April 24, 1987

NBD BROKERAGE SERVICES, INC.

BD
CRD#: 17020
Past

March 20, 1985 - April 15, 1985

NF CLEARING, INC.

BD
CRD#: 14285

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: 12/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CI
CARDINAL INVESTMENTS, INC.
CARDINAL INVESTMENTS, INC.

CRD#: 36838 / SEC#: , 8-47493

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


Main Address
3512 Sweet Briar Lane, Columbia, IL 62236
Mailing Address
3512 Sweet Briar Lane, Columbia, IL 62236
Phone number
(618) 277-1005
Established
Illinois since 05/13/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 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#
HEET, BARBARA JEANDIRECTOR2515094
HEET, GREGORY JOHNDIRECTOR2515092
HEET, JEFFREY JOSEPHPRESIDENT / CHIEF COMPLIANCE OFFICER1192160
HEET, MARY ANNCORP SECRETARY2515095

Disclosures


Regulatory Event1

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


CARDINAL INVESTMENTS, INC.

CRD#: 36838

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