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JF

Juan C. Ferreira

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CRD#: 1464875
JF

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.

Juan Carlos Ferreira was a registered financial professional .

Juan is a previously registered financial professional and started their career in finance in 1986. Juan had worked at 10 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 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

May 18, 2015 - January 27, 2016

FREEDOM INVESTORS CORP.

BD
CRD#: 23714
BROOKFIELD, WI
Past

February 28, 2014 - May 1, 2015

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
NEW YORK, NY
Past

March 18, 2010 - February 27, 2014

MERRIMAC CORPORATE SECURITIES, INC.

BD
CRD#: 35463
ALTAMONTE SPRINGS, FL
Past

July 20, 2009 - March 12, 2010

LAMPOST CAPITAL, L.C.

BD
CRD#: 43706
BOCA RATON, FL
Past

January 30, 2007 - July 1, 2009

PARK FINANCIAL GROUP, INC.

BD
CRD#: 30582
MAITLAND, FL
Past

May 29, 1997 - December 5, 1997

CENTENNIAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 38988
ATLANTA, GA
Past

March 28, 1991 - May 9, 1997

WORLD INVEST CORPORATION

BD
CRD#: 17223
DEERFIELD BEACH, FL
Past

April 9, 1990 - April 12, 1990

INDEX SECURITIES, INC.

BD
CRD#: 19540
CHICAGO, IL
Past

July 7, 1989 - February 6, 1990

BRADESCO INVESTMENTS INC.

BD
CRD#: 19453
CORAL GABLES, FL
Past

June 24, 1986 - June 21, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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: 2/12/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/27/2007
Limited Representative-Equity Trader 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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