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Douglas R. Fenning

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CRD#: 206253
DF

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.

Douglas Raymond Fenning was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1964. Douglas had worked at 10 firms and has passed the Series 63 and Series 1 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

December 7, 2006 - December 31, 2007

ALTERNATIVE WEALTH STRATEGIES, INC.

BD
CRD#: 130933
MILLER PLACE, NY
Past

January 3, 2002 - December 20, 2006

CULLUM & BURKS SECURITIES, INC.

BD
CRD#: 46600
DALLAS, TX
Past

December 23, 1999 - June 1, 2000

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

March 24, 1992 - December 31, 1997

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

October 31, 1989 - June 19, 1991

VFS SECURITIES CORP.

BD
CRD#: 17476
Past

May 1, 1979 - September 28, 1989

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY
Past

January 11, 1977 - May 1, 1979

BD
CRD#: 6815
Past

May 4, 1973 - February 21, 1974

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

October 26, 1972 - February 14, 1975

STEINER, ROUSE & CO., INC.

BD
CRD#: 787
Past

July 10, 1964 - December 5, 1974

EDWARDS & HANLY

BD
CRD#: 6554

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: 8/27/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 7/6/1964
Registered Representative Examination

Current Firm


AW
ALTERNATIVE WEALTH STRATEGIES, INC.
ALTERNATIVE WEALTH STRATEGIES, INC.

CRD#: 130933 / SEC#: , 8-66410

BD
Terminated by SEC on 04/25/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 11/04/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GAUL, JAMES CARLCHAIRMAN, CEO, CHIEF COMPLIANCE OFFICER, AML CO218833
RACHLIN, JEFFREYPRESIDENT823547
COLASANTI, WILLIAM ANTHONYFINANCIAL & OPERATIONS PRINCIPAL5336643

Disclosures


Regulatory Event3
Arbitration6

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


ALTERNATIVE WEALTH STRATEGIES, INC.

CRD#: 130933

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