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Fred S. Galovich

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CRD#: 217097
FG

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.

Fred Stephen Galovich SR, who also goes by Fred Stephen Galovich, Fred Stephen Galovitch, was a registered financial advisor .

Fred is a previously registered financial advisor and started their career in finance in 1972. Fred had worked at 6 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fred Stephen Galovich | Fred Stephen Galovitch

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

August 21, 2003 - December 31, 2005

WRP INVESTMENTS, INC.

RIA
CRD#: 7365
INGOMAR, PA
Past

August 21, 2003 - September 4, 2013

WRP INVESTMENTS, INC.

BD
CRD#: 7365
INGOMAR, PA
Past

July 31, 2001 - August 22, 2003

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

July 26, 1996 - July 31, 2001

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

February 19, 1991 - December 31, 2012

GALOVICH FINANCIAL PLANNING SERVICES, INC.

RIA
CRD#: 112222
INGOMAR, PA
Past

September 27, 1989 - July 26, 1996

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

April 25, 1975 - October 20, 1989

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

October 2, 1972 - April 15, 1974

FUNDAMENTAL SERVICE CORPORATION

BD
CRD#: 337
Past

October 2, 1972 - May 30, 1975

FINANCIAL SERVICE CORPORATION OF AMERICA

BD
CRD#: 292

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: 5/1/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 9/25/1972
Registered Representative Examination

Current Firm


WI
WRP INVESTMENTS, INC.
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | WRP INVESTMENTS, INC.

CRD#: 7365 / SEC#: 801-39365, 8-21374

BD
Terminated by SEC on 09/10/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 11/12/1976
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SAIAS FORM ADV PART 2A (10/10/2014)

Direct owners and executive officers


NamePositionCRD#
STERNE AGEE FINANCIAL SERVICES, INC.OWNER18456
OLSEN, JOHN GERALDCCO1395283

Disclosures


Regulatory Event3
Arbitration1
Bond1

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


WRP INVESTMENTS, INC.

CRD#: 7365

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