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Brett J. Messier

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CRD#: 2322700
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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.

Brett Joseph Messier was a registered financial professional .

Brett is a previously registered financial professional and started their career in finance in 1993. Brett had worked at 8 firms and has passed the Series 63 and Series 7 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

June 23, 2006 - January 16, 2008

THE SHEMANO GROUP, INC.

BD
CRD#: 35528
LOS ANGELES, CA
Past

September 25, 2003 - June 21, 2006

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
CULVER CITY, CA
Past

April 8, 2003 - July 1, 2003

TRIAD ADVISORS LLC

BD
CRD#: 25803
ATLANTA, GA
Past

February 1, 2002 - March 17, 2003

STIFEL INDEPENDENT ADVISORS, LLC

BD
CRD#: 28218
ST. LOUIS, MO
Past

February 22, 2000 - January 17, 2002

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

September 15, 1998 - February 22, 2000

MARION BASS SECURITIES CORPORATION

BD
CRD#: 7961
CHARLOTTE, NC
Past

October 14, 1994 - October 5, 1998

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

December 14, 1993 - November 1, 1994

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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: 1/24/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TS
THE SHEMANO GROUP, INC.
THE SHEMANO GROUP, INC.

CRD#: 35528 / SEC#: , 8-46713

BD
Terminated by SEC on 09/28/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 10/08/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SHEMANO, GARY JAYCHAIRMAN421322
HALE, DOUGLAS LEEDIRECTOR, CEO, CCO, FINOP5228773

Disclosures


Regulatory Event7
Arbitration2

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


THE SHEMANO GROUP, INC.

CRD#: 35528

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