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Norman Frager

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CRD#: 212448
NF

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.

Norman Frager was a registered financial professional .

Norman is a previously registered financial professional and started their career in finance in 1970. Norman had worked at 9 firms and has passed the Series 63, SIE, Series 4 and Series 40 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

June 19, 2009 - June 23, 2016

WHEELHOUSE SECURITIES CORPORATION

BD
CRD#: 149075
ST. LOUIS, MO
Past

January 31, 2008 - January 30, 2009

FULCRUM SECURITIES, LLC

BD
CRD#: 140084
ST. LOUIS, MO
Past

June 19, 2001 - January 31, 2008

FLAGSTONE SECURITIES, LLC

BD
CRD#: 104451
ST. LOUIS, MO
Past

March 9, 2000 - June 21, 2001

WYDOWN CAPITAL LLC

BD
CRD#: 103820
CLAYTON, MO
Past

November 10, 1998 - August 20, 1999

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

July 6, 1995 - September 12, 2011

GEARY SECURITIES, INC.

BD
CRD#: 38182
OKLAHOMA CITY, OK
Past

March 10, 1987 - June 1, 1995

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

August 6, 1985 - March 17, 1987

UNDERWOOD, NEUHAUS & CO., INCORPORATED

BD
CRD#: 839
Past

December 15, 1970 - July 31, 1985

SCHERCK, STEIN & FRANC, INC.

BD
CRD#: 747

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: 9/23/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 12/5/1970
Registered Principal Examination

Current Firm


WS
WHEELHOUSE SECURITIES CORPORATION
WHEELHOUSE SECURITIES CORPORATION

CRD#: 149075 / SEC#: , 8-68105

BD
Terminated by SEC on 08/27/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Missouri since 12/02/2008
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WHEELHOUSE SECURITIES HOLDINGS, LLCSHAREHOLDER
GRUNZINGER, ROBERT JAMESCCO, FINOP2989752
PICKERILL, DAVID ALLANMUNICIPAL SECURITIES PRINCIPAL1840026

Disclosures


Regulatory Event1

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


WHEELHOUSE SECURITIES CORPORATION

CRD#: 149075

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