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Sorouch Haddad

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CRD#: 1521833
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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.

Sorouch Haddad, who also goes by Steve Haddad, Haddad Sorouch, was a registered financial professional .

Sorouch is a previously registered financial professional and started their career in finance in 1987. Sorouch had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Haddad | Haddad Sorouch

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.
(1) 2/14/2007 - HADDAD FINANCIAL SERVICES, INC. - INVESTMENT RELATED - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (2) 10/01/2021 - K & S Management, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 09/19/2021 - 2 Hours Per Month/0 Hours During Securities Trading.

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 15, 1997 - October 27, 2004

HADDAD FINANCIAL SERVICES, INC.

RIA
CRD#: 115581
KANSAS CITY, MO
Past

October 31, 1995 - April 18, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
LOVELAND, CO
Past

February 9, 1995 - April 18, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
LOVELAND, CO
Past

August 11, 1994 - February 13, 1995

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

September 26, 1992 - August 3, 1994

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

October 1, 1991 - November 16, 1992

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

August 20, 1987 - April 24, 1991

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE

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: 11/21/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

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


No current employment

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Contact information


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