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FK

Frederick Karafin

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CRD#: 264261
FK

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.

Frederick Karafin was a registered financial professional .

Frederick is a previously registered financial professional and started their career in finance in 1971. Frederick had worked at 21 firms and has passed the PC and Series 1 exams.

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

March 22, 1989 - May 7, 1991

HALPERT AND COMPANY, INC.

BD
CRD#: 7094
Past

June 7, 1988 - July 6, 1988

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

January 6, 1987 - April 28, 1988

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

August 14, 1985 - January 2, 1987

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

May 14, 1985 - May 23, 1985

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

December 17, 1984 - April 29, 1985

BOENNING & SCATTERGOOD, INC.

BD
CRD#: 100
Past

July 24, 1981 - December 13, 1984

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
Past

April 30, 1981 - November 23, 1982

THE CAPITAL DEFENSE GROUP, LTD.

BD
CRD#: 8333
Past

May 30, 1980 - May 23, 1981

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

February 6, 1979 - June 16, 1980

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

July 13, 1978 - February 14, 1979

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635
Past

September 2, 1977 - July 13, 1978

BECKER SECURITIES INCORPORATED

BD
CRD#: 6796
Past

November 17, 1976 - October 15, 1977

SHEARSON HAYDEN STONE INC.

BD
CRD#: 7295
Past

September 17, 1976 - November 17, 1976

SHEARSON HAYDEN STONE INC.

BD
CRD#: 6774
Past

August 27, 1976 - September 17, 1976

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

February 27, 1976 - August 27, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

May 12, 1975 - February 27, 1976

BACHE & CO., INCORPORATED

BD
CRD#: 66
Past

March 20, 1974 - July 2, 1975

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466
Past

April 3, 1972 - March 28, 1974

W. E. HUTTON & CO.

BD
CRD#: 861
Past

February 1, 1972 - April 9, 1972

ALLEN, ROGERS & CO., INC.

BD
CRD#: 28
Past

April 27, 1971 - February 20, 1972

FML FUNDS DISTRIBUTION COMPANY

BD
CRD#: 1777

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


General Industry/Product Exam
RR
PC
Date: 9/4/1984
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 4/19/1971
Registered Representative Examination

Current Firm


HA
HALPERT AND COMPANY, INC.
HALPERT AND COMPANY, INC. | HALPERT, OBERST AND COMPANY

CRD#: 7094 / SEC#: , 8-19391

BD
Terminated by SEC on 01/03/1997
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 08/09/1973
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


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


HALPERT AND COMPANY, INC.

CRD#: 7094

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