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BK

Bartt C. Kellermann

EUROLINK SECURITIES LLC
New Rochelle, NY 10801
Some features on this profile are disabled
CRD#: 4666626
BK

Professional summary


Bartt Charles Kellermann is a registered financial professional currently at EUROLINK SECURITIES LLC located in New Rochelle, New York.

Bartt is registered as a RR (Registered Representative) and started their career in finance in 2003. Bartt has worked at 4 firms and has passed the Series 63, Series 7TO, SIE 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) - BD


Click below to view Bartt Charles Kellermann's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

January 30, 2023 - Present

EUROLINK SECURITIES LLC

Office #1: 1 Radisson Plaza - Suite 805, New Rochelle, NY 10801
BD
CRD#: 165041
New Rochelle, NY
Past

May 23, 2006 - November 24, 2008

ROBERT R. MEREDITH & CO., INC.

BD
CRD#: 29501
NEW YORK, NY
Past

February 5, 2004 - April 28, 2005

MULTITRADE SECURITIES LLC

BD
CRD#: 47485
NEW YORK, NY
Past

June 9, 2003 - November 28, 2003

APB FINANCIAL GROUP, LLC

BD
CRD#: 38235
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/23/2023)
RR
Connecticut
(2/2/2023)
RR
Florida
(4/24/2023)
RR
Massachusetts
(3/23/2023)
RR
New York
(3/23/2023)
RR
Texas
(4/14/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 3/18/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/30/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


ES
EUROLINK SECURITIES LLC
EUROLINK SECURITIES LLC | SECURITIES COMPLIANCE MANAGEMENT

CRD#: 165041 / SEC#: , 8-69131

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


Main Address
1 Radisson Plaza - Suite 805, New Rochelle, NY 10801
Mailing Address
1 Radisson Plaza - Suite 805, New Rochelle, NY 10801
Phone number
(646) 331-2808
Established
New York since 10/10/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 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#
ODDOUX, PATRICK PAULPRESIDENT, CEO, CCO2340009
WEEKS, CURTIS ALLANFINOP, PFO, POO5278425

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


EUROLINK SECURITIES LLC

CRD#: 165041New Rochelle, NY 10801

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