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RG

Ronald Goldfine

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CRD#: 2853925
RG

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.

Ronald Goldfine was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1997. Ronald had worked at 9 firms and has passed the Series 63 and Series 7 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

February 13, 2008 - June 26, 2008

BASIS FINANCIAL, LLC

BD
CRD#: 43694
N. MIAMI BEACH, FL
Past

May 18, 2007 - January 24, 2008

MCBARRON CAPITAL LLC

BD
CRD#: 131431
GREENWICH, CT
Past

February 16, 2006 - May 30, 2007

EASTBROOK CAPITAL GROUP LLC

BD
CRD#: 39781
NEW YORK, NY
Past

May 2, 2005 - March 17, 2006

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

March 5, 2003 - June 1, 2005

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

December 16, 2002 - February 26, 2003

LION'S GROUP TRADING LLC

BD
CRD#: 113642
NEW YORK, NY
Past

June 25, 1999 - February 6, 2001

CARLIN EQUITIES, LLC

BD
CRD#: 31295
NEW YORK, NY
Past

June 5, 1998 - June 28, 1999

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

July 1, 1997 - July 28, 1997

HAMPSHIRE SECURITIES CORPORATION

BD
CRD#: 19725
NEW YORK, NY
Past

July 1, 1997 - June 17, 1998

FIRST METROPOLITAN SECURITIES, INC.

BD
CRD#: 7594
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: 7/15/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BF
BASIS FINANCIAL, LLC
BASIS FINANCIAL, LLC | OMNI SECURITIES, L.L.C.

CRD#: 43694 / SEC#: , 8-50367

BD
Terminated by SEC on 02/14/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 07/15/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SOUTHEASTERN FINANCIAL HOLDINGSSHAREHOLDER
KARAPETYAN, ARMENPRESIDENT

Disclosures


Regulatory Event3
Arbitration1

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


BASIS FINANCIAL, LLC

CRD#: 43694

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