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Glen R. Beretsky

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CRD#: 2161461
GB

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.

Glen Richard Beretsky, who also goes by Glenn Richard Beretsky, was a registered financial professional .

Glen is a previously registered financial professional and started their career in finance in 1991. Glen 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


Glenn Richard Beretsky

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

January 30, 1996 - March 2, 1998

FIRST NATIONAL EQUITY, CORP.

BD
CRD#: 36094
PT. PLEASANT BEACH, NJ
Past

November 8, 1994 - October 24, 1995

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

March 4, 1993 - October 26, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

August 9, 1991 - March 10, 1993

ROBERT TODD FINANCIAL CORP.

BD
CRD#: 7423
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: 8/29/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FN
FIRST NATIONAL EQUITY, CORP.
FIRST NATIONAL EQUITY, CORP. | J.S. SECURITIES, INC.

CRD#: 36094 / SEC#: , 8-47059

BD
Terminated by SEC on 05/05/1998
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 01/10/1994
Firm type
Corporation
Fiscal year end
September
# 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


FIRST NATIONAL EQUITY, CORP.

CRD#: 36094

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