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Warren C. Nachmann

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CRD#: 344390
WN

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.

Warren C Nachmann was a registered financial professional .

Warren is a previously registered financial professional and started their career in finance in 1971. Warren had worked at 7 firms and has passed the Series 4 and Series 00 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

March 11, 1986 - March 16, 1987

AXELROD ASSOCIATES, INC.

BD
CRD#: 17559
Past

September 10, 1985 - May 31, 1990

LLOYD SECURITIES, INC.

BD
CRD#: 1007
ELKINS PARK, PA
Past

March 25, 1981 - November 8, 1984

WALLACH FX OPTIONS INC.

BD
CRD#: 8605
Past

October 20, 1980 - September 4, 1981

WALLACH SECURITIES OF FLORIDA, INC.

BD
CRD#: 8170
Past

September 30, 1980 - July 19, 1982

WALLACH SECURITIES OF NEW JERSEY, INC.

BD
CRD#: 7987
Past

June 17, 1975 - May 3, 1985

D. H. WALLACH, INC.

BD
CRD#: 2889
Past

May 3, 1971 - May 28, 1975

GROSSBARD SECURITIES CORP

BD
CRD#: 1000001

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


Principal/Supervisory Exam
RR
Series 4
Date: 7/25/1980
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 4/26/1971
General Securities Principal Examination

Current Firm


AA
AXELROD ASSOCIATES, INC.
AXELROD ASSOCIATES, INC | AXELROD ASSOCIATES, INC.

CRD#: 17559 / SEC#: , 8-35413

BD
Terminated by SEC on 10/22/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 12/27/1985
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AXELROD, DAVID AARONPRESIDENT9175

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


AXELROD ASSOCIATES, INC.

CRD#: 17559

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