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E S. Warner

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CRD#: 2209981
EW

Professional summary


E Sherman Warner was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

E is a previously registered financial advisor and started their career in finance in 1992. Prior to being barred, E had worked at 7 firms, which includes THOMPSON CONSULTING INC., PARKLAND SECURITIES LLC, WORLD GROUP SECURITIES INC., WMA SECURITIES INC., TRANSAMERICA FINANCIAL ADVISORS LLC, TOWER INVESTMENT GROUP INC., NORTH AMERICAN MANAGEMENT INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sherm Warner

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

July 26, 2006 - December 31, 2007

THOMPSON CONSULTING, INC.

RIA
CRD#: 125371
COTTONWOOD HEIGHTS, UT
Past

April 5, 2004 - November 5, 2004

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
ANN ARBOR, MI
Past

April 12, 2002 - August 12, 2003

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
DULUTH, GA
Past

June 6, 1994 - April 12, 2002

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

November 12, 1993 - June 6, 1994

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

April 8, 1993 - November 16, 1993

TOWER INVESTMENT GROUP, INC.

BD
CRD#: 24180
Past

February 12, 1992 - April 22, 1993

NORTH AMERICAN MANAGEMENT, INC.

BD
CRD#: 624
SIOUX FALLS, SD

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: 8/18/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

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


No current employment

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