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JM

Jeffrey M. Monago

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CRD#: 1934389
JM

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.

Jeffrey Mark Monago was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1992. Jeffrey had worked at 8 firms and has passed the Series 63, Series 3 and Series 7 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 20, 2000 - November 15, 2001

PEREGRINE FINANCIALS & SECURITIES, INC.

BD
CRD#: 43992
CHICAGO, IL
Past

May 11, 2000 - September 6, 2000

PRIMEX

BD
CRD#: 29394
NEW YORK, NY
Past

December 18, 1997 - March 27, 1998

BIRKELBACH INVESTMENT SECURITIES, INC.

BD
CRD#: 11490
CHICAGO, IL
Past

July 2, 1996 - August 6, 1996

GLOBAL INVESTMENT SERVICES, INC.

BD
CRD#: 35752
Past

January 29, 1994 - June 7, 1994

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

June 28, 1993 - July 20, 1993

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

April 26, 1993 - July 19, 1993

ALARON SECURITIES CORPORATION

BD
CRD#: 31261
CHICAGO, IL
Past

June 29, 1992 - September 14, 1992

HAMILTON INVESTMENTS, INC.

BD
CRD#: 821

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: 7/3/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PF
PEREGRINE FINANCIALS & SECURITIES, INC.
PEREGRINE FINANCIALS & SECURITIES, INC. | PF&S

CRD#: 43992 / SEC#: , 8-50521

BD
Cancelled by SEC on 11/19/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Iowa since 09/05/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PEARSON, THOMAS EUGENECFO AND SECRETARY1844334
WASENDORF, RUSSELL RALPH SRSHAREHOLDER1860076
KLOTZ, JAMES LOUISDIRECTOR OF COMPLIANCE1625281
WING, REBECCA JCHIEF LEGAL OFFICER2950345

Disclosures


Regulatory Event6
Arbitration2

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


PEREGRINE FINANCIALS & SECURITIES, INC.

CRD#: 43992

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