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RB

Raevan M. Bielik

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CRD#: 6126905
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.

Raevan Mariel Bielik, who also goes by Raevan Mariel Valadez, Raevan Mariel Valdez, was a registered financial professional .

Raevan is a previously registered financial professional and started their career in finance in 2013. Raevan had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Raevan Mariel Valadez | Raevan Mariel Valdez

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 17, 2016 - October 27, 2016

FRONTIER INVESTMENT MANAGEMENT CO

RIA
CRD#: 110430
DALLAS, TX
Past

March 3, 2015 - February 26, 2016

SMITH, MOORE & CO.

BD
CRD#: 3441
CLAYTON, MO
Past

January 1, 2013 - May 29, 2014

TD AMERITRADE, INC.

BD
CRD#: 7870
FORT WORTH, TX

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
IAR
Series 65
Date: 6/17/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FI
FRONTIER INVESTMENT MANAGEMENT CO
FRANTIER INVESTMENT MANAGEMENT CO | FRONTIER INVESTMENT MANAGEMENT CO. | FRONTIER INVESTMENT MANAGEMENT CO

CRD#: 110430 / SEC#: 801-36925

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Contact information


Main Address
8401 N. Central Expwy Suite 300, Dallas, TX 75225
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/25/2020)

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


FRONTIER INVESTMENT MANAGEMENT CO

CRD#: 110430

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