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Georgette Michele Bleahu Kelsey

CRD# 708267·Registered 1980 - 2002
Previously Registered: Being a previously registered professional could mean that Georgette 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.

Professional Summary

Georgette Michele Bleahu Kelsey, who also goes by Georgette Michele Bleahu, Georgette Michele Kelsey, was a registered financial advisor. Georgette was a previously registered financial professional and started their career in finance 1980 - 2002. Georgette had worked at 15 firms and has passed the Series 63, Series 7, Series 1 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Georgette Michele Bleahu, Georgette Michele Kelsey

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

46 years in the financial services industry

Current & Past Employments

PASSPORT SECURITIES, INC.·CRD# 38720
BD
Burlingame, CA
November 22, 1999 - January 16, 2002
WAMU INVESTMENTS, INC.·CRD# 599
BD
Irvine, CA
July 14, 1997 - November 20, 1997
ASB FINANCIAL SERVICES·CRD# 24280
BD
Irvine, CA
February 20, 1997 - July 14, 1997
FIMCO SECURITIES GROUP, INC.·CRD# 30343
BD
Port Washington, WI
April 27, 1994 - February 5, 1997
BNY MELLON SECURITIES CORPORATION·CRD# 231
BD
New York, NY
February 10, 1994 - April 14, 1994
U.S. BANCORP ADVISORS, LLC·CRD# 14455
BD
St. Paul, MN
June 1, 1993 - August 11, 1993
CARTWRIGHT AND WALKER SECURITIES, INCORPORATED·CRD# 23504
BD
Los Angeles, CA
June 12, 1992 - December 1, 1992
VANGUARD CAPITAL·CRD# 22081
BD
Del Mar, CA
June 24, 1991 - August 15, 1991
NOBLE FINANCIAL CORPORATION·CRD# 20818
BD
May 5, 1989 - November 6, 1990
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
January 14, 1986 - February 23, 1989
SUTRO & CO. INCORPORATED·CRD# 801
BD
June 2, 1982 - January 1, 1986
MORGAN STANLEY DW INC.·CRD# 7556
BD
January 15, 1981 - January 19, 1981
AMERICAN EXPRESS FINANCIAL CORPORATION·CRD# 6320
BD
May 8, 1980 - October 29, 1980
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
May 8, 1980 - October 29, 1980
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
May 8, 1980 - October 29, 1980

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Current Firm

PS
PASSPORT SECURITIES, INC.

PASSPORT SECURITIES, INC.

CRD#: 38720 / SEC#: 8-48366
BD
Terminated by SEC on 01/25/2009

Contact Information

Established

California since 05/22/1995

Firm Type

Corporation

Fiscal Year End

September

Documents

Direct owners and executive officers

NamePositionCRD#
PASSPORT HOLDING CORP.PARENT CORP.—
CRISPIN, NEAL DAVID BRIANDIRECTOR—
GINNA, BRIAN JOSEPHDIRECTOR4012911
STEWART, DEMITRI JAMESDIRECTOR/CEO/SECRETARY/CFO/CCO3230167

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1981About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jan 1981About the Series 7 exam

Series 1 — Registered Representative Examination

Passed Apr 1980

Series 24 — General Securities Principal Examination

Passed Feb 1994About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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