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MF

Michael K. Farkas

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CRD#: 204474
MF

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.

Michael Kevin Farkas, who also goes by Michael Kevin Farkas, Mickey Farkas, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1969. Michael had worked at 9 firms and has passed the Series 63, Series 6, PC and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Kevin Farkas | Mickey Farkas

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

December 3, 2008 - November 30, 2012

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
LIVONIA, MI
Past

October 4, 2007 - November 17, 2008

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
LIVONIA, MI
Past

August 17, 2000 - October 16, 2007

BROAD STREET SECURITIES, INC.

BD
CRD#: 36101
PLANTATION, FL
Past

April 29, 1998 - August 22, 2000

AMERICAN CAPITAL CORPORATION

BD
CRD#: 16124
VALLEY FORGE, PA
Past

March 11, 1991 - July 1, 1991

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

July 5, 1989 - December 5, 1990

OLIN SECURITIES CORPORATION

BD
CRD#: 22310
BLOOMFIELD HILLS, MI
Past

May 18, 1987 - May 13, 1989

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

February 22, 1985 - June 12, 1986

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

December 19, 1983 - October 15, 1984

U.S. MUTUAL SECURITIES CORP.

BD
CRD#: 7046
Past

August 5, 1969 - April 8, 1983

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682

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: 4/24/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 7/16/1987
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 7/28/1969
Registered Representative Examination

Current Firm


FE
FORESTERS EQUITY SERVICES, INC.
FORESTERS EQUITY SERVICES, INC. | FORESTERS SECURITIES, INC.

CRD#: 18464 / SEC#: 801-77880, 8-36703

BD
Terminated by SEC on 02/11/2019
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Contact information


Main Address
6640 Lusk Blvd #a202, San Diego, CA 92121
Mailing Address
Phone number
Established
California since 05/15/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART II (3/27/2018)

Direct owners and executive officers


NamePositionCRD#
THE INDEPENDENT ORDER OF FORESTERS ("IOF")OWNER
GERB, JASON HARRISCHIEF COMPLIANCE OFFICER3021815
GIL, JUDITH ELAINEVICE PRESIDENT COMPLIANCE2707895
MALECHUK, LAURA ANNFINANCIAL OPERATIONS PRINCIPAL1105982
MCDONOUGH, MARK EVP OPERATIONS4254608
REABURN, PAUL DOUGLASDIRECTOR4125521
SMITH, FRANK LEOPRESIDENT2080590
SMITH, FRANK LEODIRECTOR2080590

Disclosures


Regulatory Event2

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


FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

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