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EK

Elaine C. Keeney

ROOSEVELT & CROSS
West Hartford, CT
Some features on this profile are disabled
CRD#: 1474056
EK

Professional summary


Elaine Carol Keeney, who also goes by Elaine K Nichols, Elaine Keeney Nichols, is a registered financial professional currently at ROOSEVELT & CROSS, INCORPORATED located in West Hartford, Connecticut.

Elaine is registered as a RR (Registered Representative) and started their career in finance in 1986. Elaine has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Elaine K Nichols | Elaine Keeney Nichols

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) - BD


Click below to view Elaine Carol Keeney's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

January 2, 1996 - Present

ROOSEVELT & CROSS, INCORPORATED

BD
CRD#: 6964
West Hartford, CT
Past

November 5, 1991 - January 9, 1996

U.S. SECURITIES, INC.

BD
CRD#: 14289
HARTFORD, CT
Past

October 30, 1989 - November 1, 1991

BNE CAPITAL MARKETS, INC.

BD
CRD#: 22848
Past

August 29, 1986 - August 29, 1989

NEW ENGLAND DISCOUNT BROKERAGE, INC.

BD
CRD#: 17907

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/27/2003)
RR
Colorado
(11/9/2001)
RR
Connecticut
(1/2/1996)
RR
Delaware
(1/6/2017)
RR
Florida
(1/2/1996)
RR
Georgia
(2/22/2018)
RR
Illinois
(8/15/2007)
RR
Iowa
(8/18/2020)
RR
Maine
(1/2/1996)
RR
Maryland
(1/2/1996)
RR
Massachusetts
(1/2/1996)
RR
Mississippi
(4/6/2004)
RR
New Hampshire
(1/2/1996)
RR
New Jersey
(1/25/1996)
RR
New York
(1/2/1996)
RR
Ohio
(6/2/2005)
RR
Pennsylvania
(12/12/2016)
RR
Rhode Island
(1/2/1996)
RR
South Carolina
(7/29/2024)
RR
Texas
(10/29/2018)
RR
Vermont
(1/2/1996)
RR
Virginia
(2/13/2020)
RR
Wisconsin
(1/30/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 9/8/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


R&
ROOSEVELT & CROSS, INCORPORATED
ROOSEVELT & CROSS, INCORPORATED

CRD#: 6964 / SEC#: , 8-19363

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


Main Address
55 Broadway 22nd Fl, New York, NY, 10006
Mailing Address
55 Broadway 22nd Fl, New York, NY, 10006
Phone number
(212) 344-2500
Established
New York since 04/19/1972
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
FARAWELL, JOHN MADDENDIRECTOR1018554
FINN, FRANCIS GREGORYCHAIRMAN OF THE BOARD1019346
BRENNAN, ELAINE MARIEDIRECTOR720043
HALLER, JOSEPH CROSSDIRECTOR4826263
MONAHAN, SCOTT THOMASDIRECTOR4882785
STAVITSKI, CHARLES CLEMENTCEO5435642
WAGNER, DAVID CHARLESDIRECTOR4249755
WELSH, WILLIAM WALTER5% OWNER1602929
CAWLEY, KATHLEENCCO1129804
MOORE, DAVID WILLIAMCOO/SENIOR VICE PRESIDENT2209528
SAKOL, DANIEL SCOTTFINOP2813237

Disclosures


Regulatory Event4

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


ROOSEVELT & CROSS, INCORPORATED

CRD#: 6964West Hartford, CT

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