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Bertrum S. Beckoff

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CRD#: 16534
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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.

Bertrum Sorrel Beckoff, who also goes by Bertram S Beckoff, was a registered financial professional .

Bertrum is a previously registered financial professional and started their career in finance in 1970. Bertrum had worked at 8 firms and has passed the Series 63, Series 1, Series 4, F04 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bertram S Beckoff

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 25, 1977 - March 19, 1999

ARGUS SECURITIES, INC.

BD
CRD#: 7400
HALLANDALE, FL
Past

February 6, 1975 - June 9, 1977

FIRST FLORIDA SECURITIES, INC.

BD
CRD#: 3892
Past

November 15, 1974 - May 19, 1976

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
Past

September 10, 1974 - March 1, 1975

FIRST EQUITY CORPORATION OF FLORIDA

BD
CRD#: 9
Past

April 16, 1974 - October 9, 1974

CORNERSTONE FINANCIAL SERVICES, INC.

BD
CRD#: 953
Past

March 14, 1973 - May 17, 1974

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

December 7, 1971 - April 15, 1973

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

BD
CRD#: 412
Past

June 1, 1970 - January 2, 1972

W. E. HUTTON & CO.

BD
CRD#: 861

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: 10/25/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 4/3/1967
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 1/19/1977
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 12/22/1976
Registered Principal Examination

Current Firm


AS
ARGUS SECURITIES, INC.
ARGUS SECURITIES, INC.

CRD#: 7400 / SEC#: , 8-21621

BD
Cancelled by SEC on 06/13/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 05/10/1977
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COOK, JOHN MARVINPRES/DIR1900910
KLUKEWYCZ, JOHN MCO-DIRECTOR2477332

Disclosures


Regulatory Event7
Arbitration5
Bond2

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


ARGUS SECURITIES, INC.

CRD#: 7400

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