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Elisa M. Korman

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CRD#: 1700320
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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.

Elisa Miriam Korman, who also goes by Elisa M Dunn, Elisa M Korman, Elisa Mirian Korman, was a registered financial professional .

Elisa is a previously registered financial professional and started their career in finance in 1988. Elisa had worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Elisa M Dunn | Elisa M Korman | Elisa Mirian Korman

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

November 25, 2013 - September 11, 2014

CHATSWORTH SECURITIES LLC

BD
CRD#: 40804
GREENWICH, CT
Past

June 10, 2011 - December 5, 2011

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

April 24, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

April 24, 2003 - July 1, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
NEW YORK, NY
Past

June 14, 2001 - January 24, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 7, 2000 - February 14, 2001

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

September 14, 1999 - November 26, 1999

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

October 27, 1988 - August 20, 1999

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

September 20, 1988 - October 27, 1988

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583
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
IAR
Series 65
Date: 6/29/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CS
CHATSWORTH SECURITIES LLC
CHATSWORTH SECURITIES LLC | CHATSWORTH SECURITIES, LLC

CRD#: 40804 / SEC#: 801-120061, 8-49199

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


Main Address
95 East Putnam Avenue, Greenwich, CT 06830
Mailing Address
95 East Putnam Avenue, Greenwich, CT 06830
Phone number
(203) 629-2612
Established
New York since 03/20/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
30

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
DIFIORE, RALPH RAYMONDSENIOR MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER / AML OFFICER / CHIEF EXECUTIVE OFFICER1913027
FULVIO, GENNARO JOHNFINOP2435828
MACLEAN, DANIEL CRAWFORDSENIOR MANAGING DIRECTOR1467579
MATCOVSKY, JOEL JAYSENIOR MANAGING DIRECTOR1769496
THE ESTATE OF CURTIS E. GOWDYESTATE

Disclosures


Regulatory Event1

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


CHATSWORTH SECURITIES LLC

CRD#: 40804

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