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RA

Robert A. Agazzi

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CRD#: 1752
RA

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.

Robert Allen Agazzi was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1969. Robert had worked at 2 firms and has passed the Series 63, Series 1, F04, Series 40 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 21, 2006 - July 19, 2013

STOFAN, AGAZZI & COMPANY, INC.

BD
CRD#: 7596
JOLIET, IL
Past

April 28, 1978 - January 21, 2006

STOFAN, AGAZZI & COMPANY, INC.

BD
CRD#: 7596
JOLIET, IL
Past

October 20, 1969 - March 9, 1979

ILLINOIS SECURITIES COMPANY

BD
CRD#: 2277

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: 7/3/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 10/15/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
F04
Date: 3/28/1978
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 3/22/1978
Registered Principal Examination
Principal/Supervisory Exam

Current Firm


SA
STOFAN, AGAZZI & COMPANY, INC.
STOFAN, AGAZZI & COMPANY, INC. | STOFAN, AGAZZI & RYAN INC.

CRD#: 7596 / SEC#: , 8-22567

BD
Terminated by SEC on 08/23/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/01/1978
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
STOFAN, GEORGE MICHAELCHAIRMAN OF THE BOARD437027
CELANDER, IRENE ELIZABETHOWNER2594583
STOFAN, GEORGE FRANCISVICE PRESIDENT,SECRETARY/TREASURER,ROSFP868082
STOFAN, IRENE MOWNER
STOFAN, MARK JOHNPRESIDENT1579856
AGAZZI, ROBERT ALLENCHIEF COMPLIANCE OFFICER1752

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


STOFAN, AGAZZI & COMPANY, INC.

CRD#: 7596

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