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Richard J. Alderman

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CRD#: 3027749
RA

Professional summary


Richard Joseph Alderman JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Richard is a previously registered financial professional and started their career in finance in 1998. Prior to being barred, Richard had worked at 5 firms, which includes NATCITY INVESTMENTS INC., BROKERSXPRESS LLC, CUTTER & COMPANY INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, FEDERATED SECURITIES CORP..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Joseph Alderman

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 20, 2005 - December 13, 2005

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

January 5, 2005 - April 24, 2006

BROKERSXPRESS LLC

BD
CRD#: 127081
CHICAGO, IL
Past

July 25, 2003 - December 31, 2004

CUTTER & COMPANY, INC.

BD
CRD#: 22449
BALLWIN, MO
Past

October 6, 2000 - April 3, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 29, 1998 - September 8, 1998

FEDERATED SECURITIES CORP.

BD
CRD#: 5009
PITTSBURGH, PA

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
IAR
Series 66
Date: 10/30/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 4/15/2004
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NI
NATCITY INVESTMENTS, INC.
FOLIO ONE | NATIONAL CITY INVESTMENTS CAPITAL, INC. | NATCITY INVESTMENTS, INC. | MERCHANTS SECURITIES COMPANY

CRD#: 17490 / SEC#: , 8-35288

BD
Terminated by SEC on 01/24/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Indiana since 12/13/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
THE PNC FINANCIAL SERVICES GROUP, INC.PARENT
FABRIZI, SILVIO PAULCHIEF COMPLIANCE OFFICER4321545
MCLAUGHLIN, CHARLOTTE BEHMPRESIDENT AND CHIEF EXECUTIVE OFFICER - CAPITAL MARKETS2849217
SINGER, DOUGLAS LAWRENCEPRESIDENT AND CHIEF EXECUTIVE OFFICER - RETAIL1721973
SUHANIC, JEFFREY DREWSENIOR VICE PRESIDENT, DIRECTOR2124910
TANNER, LEONARD EUGENEVICE CHAIRMAN442470
WILSON, CHARLENE FAITHVICE PRESIDENT, CHIEF FINANCIAL OFFICER, AND TREASURER1935747

Disclosures


Regulatory Event11
Arbitration6

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


NATCITY INVESTMENTS, INC.

CRD#: 17490

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