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Arnold M. Mass

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CRD#: 322360
AM

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.

Arnold Mitchell Mass was a registered financial professional .

Arnold is a previously registered financial professional and started their career in finance in 1970. Arnold had worked at 7 firms and has passed the Series 63, PC, Series 1 and Series 40 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 3, 1993 - June 10, 1994

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

January 15, 1993 - February 8, 1993

HOWE BARNES HOEFER & ARNETT, INC.

BD
CRD#: 2240
CHICAGO, IL
Past

April 23, 1990 - September 2, 1992

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

August 14, 1978 - April 25, 1990

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

August 26, 1977 - August 14, 1978

PRESCOTT, BALL & TURBEN

BD
CRD#: 7342
Past

October 20, 1976 - August 5, 1977

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
Past

July 2, 1970 - December 7, 1974

LOEB RHOADES CO

BD
CRD#: 1000005

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: 7/23/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 4/6/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 1/29/1960
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 4/24/1970
Registered Principal Examination

Current Firm


J&
JOSEPHTHAL & CO., INC.
JOSEPHTHAL & CO INC | ROSENKRANTZ, EHRENKRANTZ, LYON & ROSS INCORPORATED | ROSENKRANTZ LYON & ROSS INCORPORATED | JOSEPHTHAL LYON & ROSS INCORPORATED | JOSEPHTHAL & CO., INC.

CRD#: 3227 / SEC#: , 8-5651

BD
Terminated by SEC on 06/24/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/20/1956
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JOSEPHTHAL CAPITAL GROUP, INC.PARENT
AGOSTA, SALVATORE FRANKCHIEF FINANCIAL OFFICER1253738
FICHTNER, HENRY ARTHURNATIONAL MANAGER-RETAIL DIVISION-VICE PRESIDENT1327009
FITZGERALD, PAUL HENRYCEO - CHAIRMAN - PRESIDENT - CHIEF OPERATING OFFICER - DIRECTOR812775
HURLEY, KEVIN BRADYCOMPLIANCE DIRECTOR1293748
KRONENBERG, DAVID HIRSCHCHIEF ADMINISTRATIVE OFFICER1799665
MATYCKAS, EDWARD STANLEYCROP/SROP1405961
MCCABE, DONALD GERARDGENERAL COUNSEL - REGULATION & LITIGATION - ASSISTANT SECRETARY1367480
MCNAMARA, DENNIS PATRICKGENERAL COUNSEL - CORPORATE-VICE PRESIDENT2938486

Disclosures


Regulatory Event32
Arbitration12

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


JOSEPHTHAL & CO., INC.

CRD#: 3227

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