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RM

Ruth A. Mignerey

UHLMANN PRICE SECURITIES
Skokie, IL 60077
Some features on this profile are disabled
CRD#: 2815011
RM

Professional summary


Ruth Alene Mignerey, who also goes by Ruth Alene Kerlick, is a registered financial professional currently at UHLMANN PRICE SECURITIES, LLC located in Skokie, Illinois.

Ruth is registered as a RR (Registered Representative) and started their career in finance in 1997. Ruth has worked at 3 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 30 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ruth Alene Kerlick

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 Ruth Alene Mignerey'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

May 22, 2007 - Present

UHLMANN PRICE SECURITIES, LLC

Office #1: 5202 Old Orchard Road Suite 250, Skokie, IL 60077
BD
CRD#: 42854
Skokie, IL
Past

February 20, 2002 - March 6, 2007

CAPITAL MANAGEMENT PARTNERS, INC.

BD
CRD#: 21973
FAIRFIELD, IA
Past

June 17, 1997 - February 11, 2002

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC

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
Illinois
(5/22/2007)
RR
North Carolina
(5/23/2007)

Exams


State Security Law Exam
RR
Series 63
Date: 8/28/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 9/14/1998
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm


UP
UHLMANN PRICE SECURITIES, LLC
UHLMANN INVESTMENTS, LLC | UHLMANN PRICE SECURITIES, LLC

CRD#: 42854 / SEC#: , 8-50041

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


Main Address
5202 Old Orchard Road Suite 250, Skokie, IL 60077
Mailing Address
5202 Old Orchard Road Suite 250, Skokie, IL 60077
Phone number
(847) 305-2037
Established
Illinois since 02/19/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
UPS HOLDINGS, LLCOWNER
BAER, JAMES DANAPRESIDENT/FINOP9936
JBAK, LLCOWNER
KELLY, CINDY MARIECHIEF OPERATING OFFICER3270586
KELLY, CINDY MARIECCO3270586
KONN, ALAN ROBERTMANAGING MEMBER1406973

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


UHLMANN PRICE SECURITIES, LLC

CRD#: 42854Skokie, IL 60077

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