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FS

Fred N. Smith

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CRD#: 2196027
FS

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 Neal Smith was a registered financial professional .

Fred is a previously registered financial professional and started their career in finance in 1991. Fred had worked at 13 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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

November 4, 2011 - December 31, 2020

DONNA STAR INC

RIA
CRD#: 126794
OAK HILL, CA
Past

August 21, 2003 - August 22, 2011

DONNA STAR INC

RIA
CRD#: 126794
OAK HILL, CA
Past

December 4, 2002 - July 21, 2003

AARON CAPITAL INCORPORATED

BD
CRD#: 28583
COLUMBUS, GA
Past

May 23, 2002 - October 25, 2002

TRADEWAY SECURITIES GROUP, INC.

BD
CRD#: 29794
CARLSBAD, CA
Past

October 15, 2001 - July 17, 2002

PLATINUM INVESTMENT CORP.

BD
CRD#: 107211
ROCHESTER, NY
Past

July 8, 1999 - December 31, 2001

OAK BROOK SECURITIES CORP.

BD
CRD#: 16886
OAKBROOK TERRACE, IL
Past

August 7, 1998 - July 19, 1999

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

January 4, 1996 - March 11, 1998

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

November 9, 1995 - November 15, 1995

KENNEDY, CABOT & CO.

BD
CRD#: 2417
BEVERLY HILLS, CA
Past

February 22, 1994 - September 29, 1995

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
NEW YORK, NY
Past

September 15, 1993 - February 24, 1994

QUINCY CASS ASSOCIATES, INCORPORATED

BD
CRD#: 686
LOS ANGELES, CA
Past

October 19, 1992 - February 4, 1993

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 27, 1992 - July 14, 1992

JMC INVESTMENT SERVICES, INC.

BD
CRD#: 14376
BOSTON, MA
Past

December 11, 1991 - February 13, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

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
IAR
Series 65
Date: 3/28/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/26/1996
General Securities Principal Examination

Current Firm


DS
DONNA STAR INC
DONNA STAR INC

CRD#: 126794 / SEC#:

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Contact information


Main Address
Oak Hill, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


DONNA STAR INC

CRD#: 126794

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