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Brian A. Vasiljevich

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CRD#: 1949834
BV

Professional summary


Brian Alexander Vasiljevich was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Brian is a previously registered financial professional and started their career in finance in 1992. Prior to being barred, Brian had worked at 5 firms, which includes PELLETT INVESTMENTS INC., M. RIMSON & CO. INC., BEACON SECURITIES INC., BARRETT DAY SECURITIES INC., CIBC WORLD MARKETS CORP..

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

March 22, 1996 - June 17, 1998

PELLETT INVESTMENTS, INC.

BD
CRD#: 19834
MISSOULA, MT
Past

July 8, 1994 - December 14, 1995

M. RIMSON & CO., INC.

BD
CRD#: 5250
NEW YORK, NY
Past

November 11, 1993 - February 18, 1994

BEACON SECURITIES, INC.

BD
CRD#: 15300
NEW YORK, NY
Past

January 20, 1992 - November 24, 1993

BARRETT DAY SECURITIES, INC.

BD
CRD#: 17717
NEW YORK, NY
Past

January 20, 1992 - February 11, 1997

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
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
RR
Series 63
Date: 1/30/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


PI
PELLETT INVESTMENTS, INC.
PELLETT INVESTMENTS, INC.

CRD#: 19834 / SEC#: , 8-37839

BD
Cancelled by SEC on 07/28/1999
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Contact information


Main Address
Mailing Address
Phone number
Established
Montana since 04/14/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


PELLETT INVESTMENTS, INC.

CRD#: 19834

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