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JH

James E. Hagler

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CRD#: 1686981
JH

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.

James Eric Hagler, who also goes by J Eric Hagler, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1987. James had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


J Eric Hagler

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 2, 2009 - January 21, 2015

FIRST MIDWEST SECURITIES, INC.

RIA
CRD#: 21786
NEW PORT BEACH, CA
Past

December 2, 2009 - January 21, 2015

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
NEW PORT BEACH, CA
Past

February 27, 2007 - December 9, 2009

CROWELL, WEEDON & CO.

RIA
CRD#: 193
LOS ANGELES, CA
Past

September 21, 2006 - December 9, 2009

CROWELL, WEEDON & CO.

BD
CRD#: 193
LOS ANGELES, CA
Past

April 7, 2006 - September 5, 2006

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
BLOOMINGTON, IL
Past

February 7, 1991 - May 20, 1991

THE TRADING DESK, INC.

BD
CRD#: 22908
Past

January 23, 1991 - February 22, 1991

FIRST AMERICAN SECURITIES, INC.

BD
CRD#: 18430
Past

September 19, 1990 - October 23, 1990

CREWS & ASSOCIATES, INC.

BD
CRD#: 8052
Past

June 26, 1987 - September 28, 1990

POWELL & SATTERFIELD, INC.

BD
CRD#: 7030

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
IAR
Series 66
Date: 6/1/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FM
FIRST MIDWEST SECURITIES, INC.
ABLESTRONG SECURITIES, INC. | FMSI ADVISERS | FIRST MIDWEST SECURITIES, INC.

CRD#: 21786 / SEC#: 801-67749, 8-38139

BD
Cancelled by SEC on 09/28/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Wisconsin since 03/02/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FMSI BROCHURE 20141111 (3/26/2015)

Direct owners and executive officers


NamePositionCRD#
THE INVESTMENT CO., INC.HOLDING CORP.
CROSSON, GORDON SCOTTRIA CCO/AML CO1068512
LINNA, JAMESCHAIRMAN/CEO0252013/MUNI PRINCIPAL 11/2014733321
SUTTON, KELLYOPERATIONS PRINCIPAL/VP/COO/ROSFP-OPTIONS MANAGER/CCO2033974
TRACTENBERG, ELIZABETH MARIEFINOP4577334

Disclosures


Regulatory Event9
Arbitration3

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


FIRST MIDWEST SECURITIES, INC.

CRD#: 21786

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