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Lettie H. Pivan

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CRD#: 2472015
LP

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.

Lettie Hada Pivan, who also goes by Lettie Hada Bergmann, Lettie Dale Hada, was a registered financial professional .

Lettie is a previously registered financial professional and started their career in finance in 1994. Lettie had worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lettie Hada Bergmann | Lettie Dale Hada

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

January 18, 2006 - April 26, 2006

GLB TRADING, INC

BD
CRD#: 125363
CHICAGO, IL
Past

January 10, 2005 - December 31, 2010

GERALD KLEIN & ASSOCIATES

RIA
CRD#: 112491
DANA POINT, CA
Past

January 10, 2005 - October 17, 2016

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

RIA
CRD#: 112414
DANA POINT, CA
Past

June 8, 1999 - September 1, 1999

PACIFIC SUMMIT SECURITIES

BD
CRD#: 30993
IRVINE, CA
Past

February 22, 1999 - January 2, 2004

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

April 28, 1994 - February 22, 1999

PACIFIC SUMMIT SECURITIES

BD
CRD#: 30993

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
IAR
Series 66
Date: 12/30/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GT
GLB TRADING, INC
GLB TRADING, INC | GLOBALVEST GROUP, INC. | GLB TRADING, INC.

CRD#: 125363 / SEC#: , 8-65790

BD
Revoked by SEC on 10/01/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 06/17/2002
Firm type
Corporation
Fiscal year end
November
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LECHMAN, ROBERT TRUST 08/14/06OWNER
LECHMAN, ROBERT ALLENPRESIDENT, CEO, FINOP, CFO & CCO1045237

Disclosures


Regulatory Event2
Arbitration1

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


GLB TRADING, INC

CRD#: 125363

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