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JH

Jeremy D. Hare

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CRD#: 2593809
JH

Professional summary


Jeremy David Hare was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jeremy is a previously registered financial advisor and started their career in finance in 1995. Prior to being barred, Jeremy had worked at 6 firms, which includes GILFORD FINANCIAL CORP., GILFORD SECURITIES INCORPORATED, OPPENHEIMER & CO. INC., WELLS FARGO CLEARING SERVICES LLC, FIRST UNION CAPITAL MARKETS CORP., AMERICAN EAGLE INVESTMENTS INC..

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

August 5, 2011 - August 22, 2012

GILFORD FINANCIAL CORP.

RIA
CRD#: 126593
NEW YORK, NY
Past

August 5, 2011 - August 22, 2012

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
BALA CYNWYD, PA
Past

February 25, 2011 - August 10, 2011

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
PHILADELPHIA, PA
Past

April 24, 2008 - August 10, 2011

OPPENHEIMER & CO. INC.

BD
CRD#: 249
PHILADELPHIA, PA
Past

October 1, 1999 - April 25, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PHILADELPHIA, PA
Past

April 28, 1997 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

June 26, 1995 - May 8, 1997

AMERICAN EAGLE INVESTMENTS, INC.

BD
CRD#: 36025
PHILADELPHIA, PA

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: 2/24/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


GF
GILFORD FINANCIAL CORP.
GILFORD FINANCIAL CORP.

CRD#: 126593 / SEC#: 801-68766

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Contact information


Main Address
750 Third Ave 9 Th Floor, New York, NY 10017
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (3/31/2015)

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


GILFORD FINANCIAL CORP.

CRD#: 126593

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