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DJ

Dan Jiang

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CRD#: 6866050
DJ

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.

Dan Jiang, who also goes by Cathy Jiang, was a registered financial professional .

Dan is a previously registered financial professional and started their career in finance in 2017. Dan had worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cathy Jiang

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

August 7, 2019 - July 6, 2020

FEDERATED INTERNATIONAL SECURITIES CORP.

RIA
CRD#: 290173
New York, NY
Past

April 2, 2019 - July 6, 2020

FEDERATED INTERNATIONAL SECURITIES CORP.

BD
CRD#: 290173
PITTSBURGH, PA
Past

February 1, 2018 - April 3, 2019

FEDERATED SECURITIES CORP.

RIA
CRD#: 5009
Long Island City, NY
Past

February 1, 2018 - July 6, 2020

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

RIA
CRD#: 109355
Boston, MA
Past

February 1, 2018 - July 6, 2020

FEDERATED INVESTMENT COUNSELING

RIA
CRD#: 105325
Pittsburgh, PA
Past

February 1, 2018 - July 6, 2020

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 106277
New York, NY
Past

November 28, 2017 - April 3, 2019

FEDERATED SECURITIES CORP.

BD
CRD#: 5009
PITTSBURGH, PA

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
IAR
Series 66
Date: 1/31/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/3/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FI
FEDERATED INTERNATIONAL SECURITIES CORP.
FEDERATED INTERNATIONAL SECURITIES CORP.

CRD#: 290173 / SEC#: 801-111953, 8-70132

BD
Terminated by SEC on 01/03/2025
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Contact information


Main Address
1001 Liberty Avenue, Pittsburgh, PA 15222-3779
Mailing Address
Phone number
(412) 288-1900
Established
Delaware since 09/12/2017
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
4

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
FAVERO, AUTUMN LYNNASSISTANT TREASURER, FINANCIAL OPERATIONS OFFICER, PRINCIPAL FINANCIAL OFFICER7844158
NOVAK, RICHARD ANTHONYDIRECTOR, SR. VICE PRESIDENT, TREASURER2901271
VAN METER, STEPHEN PAULCHIEF COMPLIANCE OFFICER6020413

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


FEDERATED INTERNATIONAL SECURITIES CORP.

CRD#: 290173

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