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DS

Donald J. Stack

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CRD#: 2176975
DS

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.

Donald Jay Stack, who also goes by Donald Stack, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1991. Donald had worked at 14 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Donald Stack

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

October 20, 2011 - March 20, 2012

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
MORRISTOWN, NJ
Past

June 25, 2010 - October 24, 2011

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
PARSIPPANY, NJ
Past

January 30, 2009 - April 24, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
STATEN ISLAND, NY
Past

May 29, 2007 - August 15, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

December 15, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
NEW YORK, NY
Past

September 18, 2003 - December 4, 2006

NEW ENGLAND SECURITIES

BD
CRD#: 615
FAIRFIELD, NJ
Past

January 30, 2003 - August 18, 2003

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

June 12, 1998 - May 17, 2001

PNC BROKERAGE CORP

BD
CRD#: 34671
PITTSBURGH, PA
Past

January 1, 1996 - May 11, 1998

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

June 19, 1995 - January 1, 1996

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

June 24, 1993 - July 12, 1995

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

March 5, 1993 - June 11, 1993

TOWER INVESTMENT GROUP, INC.

BD
CRD#: 24180
Past

August 28, 1992 - December 5, 1992

FLEET ENTERPRISES, INC.

BD
CRD#: 17434
NEW YORK, NY
Past

December 16, 1991 - July 20, 1992

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE

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: 3/3/1997
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/3/1996
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GS
GILFORD SECURITIES INCORPORATED
GILFORD SECURITIES INCORPORATED

CRD#: 8076 / SEC#: , 8-24230

BD
Terminated by SEC on 12/28/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 09/24/1979
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WORTHINGTON, RALPH IVCHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER472943
SACHS, BONNIE JANE EDELMANDIRECTOR, CFO, COO725100

Disclosures


Regulatory Event21
Arbitration29

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


GILFORD SECURITIES INCORPORATED

CRD#: 8076

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