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CF

Carin L. Faghan

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CRD#: 2935247
CF

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.

Carin Lynn Faghan, who also goes by Carin Lynn Fopiano, Carin Fopiano, was a registered financial professional .

Carin is a previously registered financial professional and started their career in finance in 1997. Carin had worked at 5 firms and has passed the Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carin Lynn Fopiano | Carin Fopiano

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

October 6, 2008 - June 19, 2013

WINSLOW, EVANS & CROCKER, INC.

BD
CRD#: 29686
BOSTON, MA
Past

January 9, 2008 - June 25, 2008

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HINGHAM, MA
Past

October 19, 2001 - December 21, 2007

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
QUINCY, MA
Past

September 20, 2000 - October 10, 2001

FEDERATED SECURITIES CORP.

BD
CRD#: 5009
PITTSBURGH, PA
Past

October 6, 1997 - May 10, 1999

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
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: 10/14/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WE
WINSLOW, EVANS & CROCKER, INC.
MACLAREN SECURITIES, INC. | WINSLOW, EVANS & CROCKER, INC. | WINSLOW EVANS CROCKER INC

CRD#: 29686 / SEC#: 801-63905, 8-44347

BD
Terminated by SEC on 07/31/2021
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Contact information


Main Address
175 Federal Street 6th Floor, Boston, MA 02110
Mailing Address
Phone number
Established
Massachusetts since 11/21/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

MARCH 2021 WINSLOW EVANS & CROCKER BROCHURE (3/29/2021)

Direct owners and executive officers


NamePositionCRD#
NATIONAL HOLDINGS CORPORATIONSOLE SHAREHOLDER
BERLINE, LEONIDCHIEF COMPLIANCE OFFICER3027633

Disclosures


Regulatory Event4
Bond1

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


WINSLOW, EVANS & CROCKER, INC.

CRD#: 29686

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