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MM

Marvin Mann

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CRD#: 602068
MM

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.

Marvin Mann, who also goes by Marvin Manekofsky, was a registered financial professional .

Marvin is a previously registered financial professional and started their career in finance in 1969. Marvin had worked at 19 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marvin Manekofsky

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

May 3, 2002 - September 17, 2002

BNY MELLON SECURITIES LLC

BD
CRD#: 47268
JERSEY CITY, NJ
Past

March 4, 2002 - June 3, 2002

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
LINCROFT, NJ
Past

October 1, 2000 - March 12, 2001

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

January 11, 2000 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

January 12, 1998 - October 15, 1999

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

July 9, 1990 - December 11, 1997

STUART STONE & CO., LLC

BD
CRD#: 18190
FLORHAM PARK, NJ
Past

January 2, 1988 - October 29, 1988

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

August 7, 1987 - July 5, 1990

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

October 31, 1986 - August 17, 1987

ABACUS EQUITY SERVICES, INC.

BD
CRD#: 11271
Past

May 10, 1983 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

October 19, 1979 - October 31, 1986

CARDELL & ASSOCIATES, INCORPORATED

BD
CRD#: 7700
Past

December 2, 1976 - October 4, 1979

SECURITY INVESTMENT SERVICES CORP.

BD
CRD#: 760
Past

May 16, 1974 - January 9, 1977

PIEDMONT CAPITAL CORPORATION

BD
CRD#: 711
Past

December 28, 1973 - June 11, 1974

SOMERSET EQUITIES CORPORATION

BD
CRD#: 2243
Past

June 12, 1973 - May 9, 1974

HARVEY MARCH & CO INC

BD
CRD#: 1000007
Past

April 10, 1972 - July 14, 1973

INDEPENDENT FINANCIAL PLANNERS CORPORATION

BD
CRD#: 653
Past

April 17, 1970 - June 25, 1971

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

April 17, 1970 - June 25, 1971

OSAIC FA, INC.

BD
CRD#: 3978
Past

September 25, 1969 - November 25, 1972

HARVEY MARCH & CO INC

BD
CRD#: 1000003

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: 1/27/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 1/3/1968
Registered Representative Examination

Current Firm


BM
BNY MELLON SECURITIES LLC
BNY MELLON SECURITIES LLC | MELLON SECURITIES LLC | MELLON FINANCIAL PLANNING | FUTURESHARE FINANCIAL PLANNING | FUTURESHARE FINANCIAL LLC | FUTURESHARE FINANCIAL DIVISION OF MELLON SECURITIES LLC | DIRECTADVICE | CHASEMELLON FINANCIAL SERVICES L.L.C.

CRD#: 47268 / SEC#: , 8-51710

BD
Terminated by SEC on 04/29/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/19/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MELLON INVESTOR SERVICES HOLDINGS LLCMEMBER
DUFFANY, STEPHEN JOHNCHIEF COMPLIANCE OFFICER2535640
DUFFANY, STEPHEN JOHNPRESIDENT & FINOP2535640
SCHWARTZ, ANDREW LEEGENERAL SECURITIES PRINCIPLE4360624

Disclosures


Regulatory Event3
Arbitration2

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


BNY MELLON SECURITIES LLC

CRD#: 47268

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