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Steven L. Yost

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CRD#: 1447985
SY

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.

Steven Lawrence Yost was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1986. Steven had worked at 13 firms and has passed the Series 63 and Series 7 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

September 14, 1995 - February 26, 1998

PROTECTIVE GROUP SECURITIES CORPORATION

BD
CRD#: 6757
MINNEAPOLIS, MN
Past

July 7, 1994 - September 12, 1995

TUSCHNER & COMPANY, INC.

BD
CRD#: 36037
ST. CLOUD, MN
Past

September 7, 1993 - January 26, 1994

KENNEDY, MATHEWS, LANDIS, HEALY & PECORA, INCORPORATED

BD
CRD#: 27181
MINNEAPOLIS, MN
Past

July 19, 1993 - August 26, 1993

HAMILTON INVESTMENTS, INC.

BD
CRD#: 821
Past

June 2, 1992 - July 19, 1993

CRAIG-HALLUM, INC.

BD
CRD#: 1546
Past

August 2, 1991 - May 21, 1992

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

November 21, 1988 - July 12, 1991

HAYNE, MILLER FINANCIAL, INC.

BD
CRD#: 13849
MINNEAPOLIS, MN
Past

August 3, 1988 - November 22, 1988

FUNDAMENTAL EQUITIES CORP.

BD
CRD#: 7402
Past

September 21, 1987 - August 22, 1988

MCCLEES INVESTMENTS, INC.

BD
CRD#: 18316
Past

January 13, 1987 - September 25, 1987

TWIN CITY SECURITIES, INC.

BD
CRD#: 17092
Past

October 15, 1986 - January 16, 1987

ENGLER-BUDD & COMPANY INC.

BD
CRD#: 1743
Past

August 13, 1986 - October 24, 1986

DOUGHERTY DAWKINS LLC

BD
CRD#: 7442
Past

May 21, 1986 - May 23, 1986

COLLIERS SECURITIES LLC

BD
CRD#: 7477

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: 12/26/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


PG
PROTECTIVE GROUP SECURITIES CORPORATION
DEFERRED EQUITIES CORPORATION | PROTECTIVE GROUP SECURITIES CORPORATION

CRD#: 6757 / SEC#: , 8-13260

BD
Terminated by SEC on 05/27/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 05/19/1967
Firm type
Corporation
Fiscal year end
April
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COCHRANE, RICHARD JAMESCHAIRMAN AND CEO1924141
FLANNIGAN, MICHAEL FREDERICKPRESIDENT AND COO1135700
FITERMAN , ANDREA , HENKLEDIRECT OWNER
FUTURE FIRST FINANCIAL GROUP, INC.CORPORATE OWNER

Disclosures


Regulatory Event10
Civil Event1
Arbitration2

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


PROTECTIVE GROUP SECURITIES CORPORATION

CRD#: 6757

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