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Ryan W. Bakas

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CRD#: 4262470
RB

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.

Ryan Wade Bakas was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 2000. Ryan had worked at 5 firms and has passed the Series 63, SIE, Series 6 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

July 1, 2014 - May 27, 2015

CIM SECURITIES, LLC

BD
CRD#: 120852
WALL TOWNSHIP, NJ
Past

January 1, 2013 - August 7, 2013

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

January 20, 2006 - January 16, 2009

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

February 23, 2004 - January 19, 2006

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO
Past

September 13, 2001 - March 14, 2002

PHILLIPS & COMPANY

BD
CRD#: 35800
PORTLAND, OR
Past

November 27, 2000 - March 20, 2001

PHILLIPS & COMPANY

BD
CRD#: 35800
PORTLAND, OR
Past

October 4, 2000 - November 27, 2000

WILLAMETTE SECURITIES, INC.

BD
CRD#: 32451
PORTLAND, OR

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: 4/27/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CS
CIM SECURITIES, LLC
CIM SECURITIES, LLC

CRD#: 120852 / SEC#: , 8-65351

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
Tract B; Asls 77-149, Plat 79-3, Palmer, AK 99645
Mailing Address
Po Box 810, Willow, AK 99688
Phone number
(732) 966-9244
Established
Colorado since 03/21/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CHOICE INVESTMENT MANAGEMENT LLCSHAREHOLDER
CONTE, ULDERICOREGISTERED PRINCIPAL2163160
EMERSON, BRYAN TILLERCEO, CCO, FINOP4155238

Disclosures


Regulatory Event4

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


CIM SECURITIES, LLC

CRD#: 120852

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