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TN

Thomas G. Nauman

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CRD#: 1732240
TN

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.

Thomas Garth Nauman, who also goes by Tom Nauman, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1987. Thomas had worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Nauman

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

September 3, 2004 - February 9, 2007

WALLSTREET*E FINANCIAL SERVICES, INC.

BD
CRD#: 43896
KAMUELA, HI
Past

August 21, 2002 - August 6, 2004

1ST DISCOUNT BROKERAGE, INC.

BD
CRD#: 39164
LAKE WORTH, FL
Past

February 17, 1993 - August 21, 2002

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

October 8, 1990 - December 24, 1992

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

September 24, 1987 - August 29, 1990

DEAN SECURITIES, LLC

BD
CRD#: 7653
OLYMPIA, WA

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: 9/21/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/12/1994
General Securities Principal Examination

Current Firm


WF
WALLSTREET*E FINANCIAL SERVICES, INC.
WALLSTREET ELECTRONICA, INC. | WALLSTREETE FINANCIAL SERVICES | WALLSTREET*E FINANCIAL SERVICES, INC. | WALLSTREET*E

CRD#: 43896 / SEC#: , 8-50464

BD
Terminated by SEC on 02/20/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 08/15/1997
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OTALVARO, CARLOS FRANCISCOPRINCIPAL, FINOP, CCO, SROP/CROP2294420
OTALVARO, CARLOS NOECIO2942434

Disclosures


Regulatory Event8
Arbitration1

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


WALLSTREET*E FINANCIAL SERVICES, INC.

CRD#: 43896

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