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JF

John F. Farrell

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CRD#: 2127435
JF

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.

John Francis Farrell, who also goes by Jack Farrell, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1991. John had worked at 4 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Farrell

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

April 13, 1999 - September 29, 2006

WESTPORT SECURITIES, L.L.C.

BD
CRD#: 46113
WESTPORT, CT
Past

November 28, 1997 - April 15, 1999

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

August 28, 1997 - December 15, 1997

OSAIC WEALTH, INC.

BD
CRD#: 23131
Past

July 13, 1992 - October 17, 2016

RESNICK ADVISORS

RIA
CRD#: 105927
WESTPORT, CT
Past

October 24, 1991 - December 15, 1997

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ

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: 12/23/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


WS
WESTPORT SECURITIES, L.L.C.
WESTPORT SECURITIES, L.L.C.

CRD#: 46113 / SEC#: , 8-51312

BD
Terminated by SEC on 11/28/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 01/17/1995
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RESNICK, MARTINCFO/MEMBER/FINOP1345517
FISHMAN, DAVID SAMUELMANAGING DIRECTOR/CEO/MEMBER1815200
FITZGERALD, JOHN ANTHONYLLC MEMBER1160171
MCBRIDE, JOSEPH BERNARDLLC MEMBER
ROBERTS, JANET BROWNCCO/MEMBER1647237

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


WESTPORT SECURITIES, L.L.C.

CRD#: 46113

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