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SP

Stephen D. Pizzuti

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CRD#: 1461660
SP

Professional summary


Stephen Douglas Pizzuti was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Stephen is a previously registered financial advisor and started their career in finance in 1986. Prior to being barred, Stephen had worked at 9 firms, which includes FREEDOM INVESTORS CORP., EVALUVEST DIRECT INVESTMENTS INC., MERRIMAC CORPORATE SECURITIES INC., TEAM ADVISORY CORPORATE INC., ALLEN DOUGLAS SECURITIES INC., FAS WEALTH MANAGEMENT SERVICES INC., WELLS FARGO ADVISORS FINANCIAL NETWORK LLC, BILTMORE SECURITIES INC., THE STUART-JAMES COMPANY INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Pizzuti

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

December 24, 2013 - March 31, 2017

FREEDOM INVESTORS CORP.

BD
CRD#: 23714
ALTAMONTE SPRINGS, FL
Past

May 28, 2008 - December 31, 2008

EVALUVEST DIRECT INVESTMENTS, INC.

BD
CRD#: 6957
DEERFIELD BEACH, FL
Past

January 15, 2003 - May 15, 2015

MERRIMAC CORPORATE SECURITIES, INC.

BD
CRD#: 35463
ALTAMONTE SPRINGS, FL
Past

January 5, 2000 - December 31, 2011

TEAM ADVISORY CORPORATE, INC.

RIA
CRD#: 144298
LAKE MARY, FL
Past

May 23, 1997 - November 5, 2004

ALLEN DOUGLAS SECURITIES, INC.

BD
CRD#: 42410
WINTER PARK, FL
Past

July 8, 1994 - November 3, 1997

FAS WEALTH MANAGEMENT SERVICES, INC.

BD
CRD#: 10164
SARASOTA, FL
Past

January 2, 1992 - July 20, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

October 12, 1990 - January 2, 1992

BILTMORE SECURITIES, INC.

BD
CRD#: 25023
FT. LAUDERDALE, FL
Past

April 23, 1986 - November 1, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO

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: 5/1/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FI
FREEDOM INVESTORS CORP.
FREEDOM INVESTORS CORP.

CRD#: 23714 / SEC#: 801-39223, 8-40671

BD
Terminated by SEC on 08/27/2017
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Contact information


Main Address
333 Bishops Way, Ste 154, Brookfield, WI 53005
Mailing Address
Phone number
Established
Wisconsin since 11/25/1988
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
FREEDOM SECURITIES INCSHAREHOLDER
BLUMENSCHEIN, JOEL REIDPRESIDENT1372334
BLUMENSCHEIN, JOEL REIDCHIEF EXECUTIVE OFFICER1372334
RASTALL, LORI LEACHIEF COMPLIANCE OFFICER4023335

Disclosures


Regulatory Event4
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


FREEDOM INVESTORS CORP.

CRD#: 23714

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