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Nellmarie Sloane

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CRD#: 4923478
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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.

Nellmarie Sloane was a registered financial professional .

Nellmarie is a previously registered financial professional and started their career in finance in 2005. Nellmarie had worked at 3 firms and has passed the Series 63, 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)


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 11, 2017 - February 16, 2018

LICCAR SECURITIES, LLC

BD
CRD#: 151034
CHICAGO, IL
Past

October 17, 2011 - June 30, 2017

UHLMANN PRICE SECURITIES, LLC

BD
CRD#: 42854
SKOKIE, IL
Past

May 30, 2005 - February 3, 2011

MF GLOBAL INC.

BD
CRD#: 6731
CHICAGO, IL

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: 8/17/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LS
LICCAR SECURITIES, LLC
CAPITAL SECURITIES, LLC | LICCAR SECURITIES, LLC | LICCAR SECURITIES & CUSTODIAL SERVICES, LLC | HEDGEACT SECURITIES, LLC | HEDGEACT SECURITIES

CRD#: 151034 / SEC#: , 8-68329

BD
Terminated by SEC on 04/17/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 05/13/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CAPITAL SECURITIES, LLCSHAREHOLDER
ALVAREZ, KAREN LOUFINANCIAL OPERATIONS PRINCIPAL4044938
MITTERLING, RANDALL LEEMANAGING MEMBER, CHIEF COMPLIANCE OFFICER5672165

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


LICCAR SECURITIES, LLC

CRD#: 151034

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