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KB

Keith C. Baelis

BULL MARKET SECURITIES
New York, NY 10017
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CRD#: 2492685
KB

Professional summary


Keith Charles Baelis, who also goes by Keith C Baelis, is a registered financial professional currently at BULL MARKET SECURITIES, INC. located in New York, New York.

Keith is registered as a RR (Registered Representative) and started their career in finance in 1996. Keith has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Keith C Baelis

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) - BD


Click below to view Keith Charles Baelis's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

February 16, 2024 - Present

BULL MARKET SECURITIES, INC.

Office #1: 369 Lexington Avenue Suite 22a, New York, NY 10017
BD
CRD#: 282480
New York, NY
Past

November 3, 2020 - March 13, 2024

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

July 12, 2013 - August 16, 2021

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 16, 2006 - November 6, 2013

UBS SECURITIES LLC

BD
CRD#: 7654
WEEHAWKEN, NJ
Past

June 20, 1996 - June 28, 2006

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(2/16/2024)
RR
New Jersey
(2/16/2024)
RR
New York
(2/16/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 3/12/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BM
BULL MARKET SECURITIES, INC.
BULL MARKET SECURITIES, INC.

CRD#: 282480 / SEC#: , 8-69718

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


Main Address
175 Sw 7th Street Suite 1616, Miami, FL 33130
Mailing Address
175 Sw 7th Street Suite 1616, Miami, FL 33130
Phone number
(561) 757-2322
Established
Florida since 10/20/2015
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 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#
GOLDON COMPANY TRADE SAOWNER
COLOMBO, DOUGLASFINOP, CFO, PFO1858351
JORDAN, CHRISTOPHER SHANECHIEF COMPLIANCE OFFICER2843281
MARRA, LAUTARO DAVIDPRINCIPAL OPERATIONS OFFICER6510408
MARRA, LAUTARO DAVIDCHIEF EXECUTIVE OFFICER6510408

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


BULL MARKET SECURITIES, INC.

CRD#: 282480New York, NY 10017

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