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MF

Maria N. Fregosi

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CRD#: 2546506
MF

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.

Maria Noelle Fregosi, who also goes by Maria Windringer, was a registered financial professional .

Maria is a previously registered financial professional and started their career in finance in 1994. Maria had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 79, Series 24, Series 9 and Series 10 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Maria Windringer

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

November 2, 2012 - January 17, 2014

BKF ADVISORS, INC.

RIA
CRD#: 165356
BOCA RATON, FL
Past

March 15, 2011 - December 3, 2013

BRONSON & CO., LLC

BD
CRD#: 45025
SIMI VALLEY, CA
Past

April 1, 2002 - March 2, 2007

LASALLE FINANCIAL SERVICES, INC.

BD
CRD#: 20373
CHICAGO, IL
Past

June 5, 1997 - April 3, 2002

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

November 18, 1996 - April 30, 1997

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

December 12, 1994 - March 1, 1996

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

September 27, 1994 - December 2, 1994

LASALLE FINANCIAL SERVICES, INC.

BD
CRD#: 20373
CHICAGO, IL

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: 10/26/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BA
BKF ADVISORS, INC.
BKF ADVISORS, INC. | BKF CAPITAL GROUP, INC.

CRD#: 165356 / SEC#:

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Contact information


Main Address
31248 Oak Crest Drive Suite 110, Westlake Vilage, CA 91361
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


BKF ADVISORS, INC.

CRD#: 165356

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