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Darlene A. Kuerzel

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CRD#: 706471
DK

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.

Darlene Austin Kuerzel, who also goes by Darlene Austin, Dee Kuerzel, was a registered financial professional .

Darlene is a previously registered financial professional and started their career in finance in 1980. Darlene had worked at 5 firms and has passed the Series 63, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Darlene Austin | Dee Kuerzel

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 12, 2005 - December 31, 2017

OHANESIAN / LECOURS, INC.

RIA
CRD#: 23757
Northampton, MA
Past

July 22, 2005 - December 14, 2018

OHANESIAN / LECOURS, INC.

BD
CRD#: 23757
WEST HARTFORD, CT
Past

May 14, 1987 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

April 28, 1981 - July 25, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

March 26, 1980 - April 20, 1981

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
Past

March 26, 1980 - April 20, 1981

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

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: 5/29/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/20/1980
Registered Representative Examination

Current Firm


O/
OHANESIAN / LECOURS, INC.
BANNON & WHITNEY, INC. | OHANESIAN / LECOURS, INC. | GREAT AMERICAN INVESTMENT GROUP, INC. | BANNON, OHANESIAN & LECOURS, INC. | BANNON OHANESIAN & LECOURS, INC.

CRD#: 23757 / SEC#: 801-57016, 8-40729

BD
Terminated by SEC on 02/10/2019
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Contact information


Main Address
433 South Main Street Suite 104, West Hartford, CT 06110-9944
Mailing Address
Phone number
Established
Connecticut since 12/22/1988
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
LECOURS, RONALD GERARDVICE PRESIDENT, SECRETARY1109578
OHANESIAN, RICHARDPRESIDENT, TREASURER844545
BACKES, CLIFFORD BURTONSHAREHOLDER1295299
HART, SANDRA LEEVICE PRESIDENT1412984
JARVIS, CLIFFORD WILLIAM JRSHAREHOLDER1177496
RIZZIO, KENNETH ANTHONYSHAREHOLDER1173625
NICHOLSON, WILLIAM JOHNCHIEF COMPLIANCE OFFICER, REGISTERED OPTIONS PRINCIPAL, FINANCIAL OPERATIONS PRINCIPAL2632348

Disclosures


Regulatory Event1

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


OHANESIAN / LECOURS, INC.

CRD#: 23757

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