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Frederick W. Rassman

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CRD#: 5261858
FR

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.

Frederick W Rassman, who also goes by Shawn Rassman, Frederick W Rassmann, Frederick Rassmann, was a registered financial professional .

Frederick is a previously registered financial professional and started their career in finance in 2007. Frederick had worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shawn Rassman | Frederick W Rassmann | Frederick Rassmann

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

June 15, 2012 - December 17, 2012

CALDWELL INTERNATIONAL SECURITIES

BD
CRD#: 104323
NASSAU,
Past

March 10, 2011 - July 6, 2012

PHD CAPITAL

BD
CRD#: 38785
NEW YORK CITY, NY
Past

October 19, 2010 - January 10, 2011

FIRST MERGER CAPITAL, INC

BD
CRD#: 44083
NEW YORK, NY
Past

October 23, 2008 - March 23, 2009

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
NEW YORK, NY
Past

January 29, 2008 - October 31, 2008

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

November 9, 2007 - February 1, 2008

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
NEW YORK, NY

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: 11/24/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CI
CALDWELL INTERNATIONAL SECURITIES
ADAMS WEALTH MANAGEMENT | CALDWELL INTERNATIONAL SECURITIES CORPORATION | CALDWELL INTERNATIONAL SECURITIES | BRENNAN AND ASSOCIATES, INC.

CRD#: 104323 / SEC#: , 8-52771

BD
Cancelled by SEC on 09/28/2017
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Contact information


Main Address
Fischer, TX
Mailing Address
Phone number
Established
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
JACOBS, PAUL JOSEPHCCO, FINOP4658235

Disclosures


Regulatory Event8
Arbitration1

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


CALDWELL INTERNATIONAL SECURITIES

CRD#: 104323

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