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Denis M. Flanagan

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CRD#: 2796408
DF

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.

Denis Michael Flanagan, who also goes by Denis M Flanagan, Denis Flanagan, was a registered financial professional .

Denis is a previously registered financial professional and started their career in finance in 1997. Denis had worked at 7 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Denis M Flanagan | Denis Flanagan

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

September 21, 2015 - April 3, 2024

NATIONAL BANK OF CANADA FINANCIAL INC.

BD
CRD#: 22698
NEW YORK, NY
Past

January 2, 2015 - August 13, 2015

SG AMERICAS SECURITIES, LLC

BD
CRD#: 128351
NEW YORK, NY
Past

March 31, 2005 - January 2, 2015

NEWEDGE USA, LLC

BD
CRD#: 36118
NEW YORK, NY
Past

December 2, 2003 - April 5, 2005

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 1, 2001 - November 28, 2003

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY
Past

January 1, 1999 - January 10, 2001

CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC.

BD
CRD#: 8010
NEW YORK, NY
Past

September 12, 1997 - January 1, 1999

CREDIT AGRICOLE SECURITIES INC.

BD
CRD#: 24051
NEW YORK, NY

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
Series 63
Date: 3/23/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/11/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NB
NATIONAL BANK OF CANADA FINANCIAL INC.
NATIONAL BANC FINANCIAL INC. | PUTNAM, LOVELL, DE GUARDIOLA & THORNTON INC. | PUTNAM, LOVELL & THORNTON INC. | PUTNAM LOVELL SECURITIES INC. | PUTNAM LOVELL NBF SECURITIES INC. | PUTNAM LOVELL NBF | NATIONAL BANK OF CANADA FINANCIAL INC.

CRD#: 22698 / SEC#: , 8-39947

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


Main Address
65 East 55th Street 8th Floor, New York, NY 10022
Mailing Address
65 East 55th Street 8th Floor, New York, NY 10022
Phone number
(212) 546-7500
Established
Delaware since 06/01/1987
Firm type
Corporation
Fiscal year end
October
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
NATIONAL BANK OF CANADA FINANCIAL GROUP INC.SHAREHOLDER
BONDY, TODD RICHARDMANAGING DIRECTOR, CO-HEAD OF US FIXED INCOME SALES & TRADING2526622
DONNELLY, MICHAEL PATRICKMANAGING DIRECTOR, CO-HEAD OF US FIXED INCOME SALES & TRADING2530195
DUBUC, ETIENNECHAIRMAN OF BOARD, EQUITIES SALES SUPERVISOR6628432
GRABOVSKY, YURICHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, AND FINOP4149242
HEALEY, SEAN CHRISTOPHERPRESIDENT, CEO, CTO, MANAGING DIRECTOR, GLOBAL SECURITIES FINANCE, REGISTERED OPTIONS SECURITIES FUTURES PRINCIPAL3218329
HOOD, ANDREW PETERANTI-MONEY LAUNDERING COMPLIANCE OFFICER3008883
KATCHOUNI, ALAINMANAGING DIRECTOR AND HEAD OF EQUITIES4863032
LOCAS, YVES JOSEPHMANAGING DIRECTOR, HEAD OF U.S. DEBT SYNDICATION6038023
MCENTYRE, PATRICK MICHAELMANAGING DIRECTOR, INSTITUTIONAL EQUITY ELECTRONIC TRADING AND SERVICES4420353
MCGOWAN, KATIE MARIECHIEF COMPLIANCE OFFICER5111849
MILLER, ROBERT DENNISMANAGING DIRECTOR, HEAD OF U.S. DEBT CAPITAL MARKETS2991181
PETITTO, LOUIS ROBERTCHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER6449700

Disclosures


Regulatory Event10

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


NATIONAL BANK OF CANADA FINANCIAL INC.

CRD#: 22698

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