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DS

Daniel S. Saffer

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CRD#: 2385311
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.

Daniel Scott Saffer, who also goes by Daniel Scott Saffar, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1994. Daniel had worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel Scott Saffar

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

March 5, 2015 - October 17, 2019

FMSBONDS, INC.

BD
CRD#: 7793
NORTH MIAMI BEACH, FL
Past

January 16, 2001 - April 11, 2001

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

November 10, 2000 - February 1, 2001

SSI SECURITIES CORP.

BD
CRD#: 8275
BOCA RATON, FL
Past

August 24, 2000 - January 26, 2001

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

July 6, 1999 - August 18, 2000

PRIME CHARTER LTD.

BD
CRD#: 25668
NEW YORK, NY
Past

October 29, 1998 - July 16, 1999

FIRST COLONIAL SECURITIES

BD
CRD#: 25121
BOCA RATON, FL
Past

May 19, 1997 - October 22, 1998

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

March 4, 1996 - May 14, 1997

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

March 28, 1994 - June 21, 1995

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
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: 4/30/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FI
FMSBONDS, INC.
FIRST MIAMI SECURITIES, INC. | TAX-FREE BONDS.COM | TAX-FREE BONDS | FMSBONDS.COM | FMSBONDS, INC. | FMS,INC. | FMS, INC. | FMS BONDS, INC. | FMS BONDS

CRD#: 7793 / SEC#: , 8-23280

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
4775 Technology Way, Boca Raton, FL 33431
Mailing Address
4775 Technology Way, Boca Raton, FL 33431
Phone number
(800) 741-1103
Established
Florida since 08/11/1978
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FEINSILVER, PAULCHAIRMAN OF THE BOARD500389
KLOTZ, JAMES ARNOLDPRESIDENT500438
GUERRISE, MATTHEW ANTHONYCHIEF COMPLIANCE OFFICER2673770
PARKER, ANNE MICHELLESROP AND CROP2226034
SELIGSOHN, MICHAEL STEVENCHIEF OPERATIONS OFFICER, VICE PRESIDENT2189850
SWINARSKI, THEODORE ANTHONYSENIOR VICE PRESIDENT - TRADING SUPERVISOR1584451

Disclosures


Regulatory Event11
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


FMSBONDS, INC.

CRD#: 7793

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