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EG

Edward Golick

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CRD#: 715218
EG

Professional summary


Edward Golick was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Edward is a previously registered financial professional and started their career in finance in 1980. Prior to being barred, Edward had worked at 13 firms, which includes THE AGEAN GROUP INC, TORREY PINES SECURITIES INC., J. W. GANT & ASSOCIATES INC., FIRST EASTERN EQUITY CORP., HORIZONS INTERNATIONAL CORPORATION, ALISON BAER SECURITIES INC., JONATHAN ALAN & CO. INC., PROFILE INVESTMENTS CORPORATION, MICHELIN AND COMPANY INC., BLACKSTOCK & CO. INC., THOMSON MCKINNON SECURITIES INC., E. F. HUTTON & COMPANY INC, VERRILLI ALTSCHULER SCHWARTZ INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

March 8, 1995 - June 2, 1997

THE AGEAN GROUP, INC

BD
CRD#: 30835
BOCA RATON, FL
Past

July 10, 1992 - March 20, 1995

TORREY PINES SECURITIES, INC.

BD
CRD#: 17120
SAN DIEGO, CA
Past

July 11, 1990 - July 28, 1992

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

April 24, 1990 - July 16, 1990

FIRST EASTERN EQUITY CORP.

BD
CRD#: 7331
ARMONK, NY
Past

March 16, 1990 - April 23, 1990

HORIZONS INTERNATIONAL CORPORATION

BD
CRD#: 20530
Past

January 9, 1989 - January 30, 1990

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

October 12, 1988 - January 12, 1989

ALISON, BAER SECURITIES INC.

BD
CRD#: 11808
Past

June 21, 1988 - October 3, 1988

JONATHAN ALAN & CO., INC.

BD
CRD#: 15914
Past

January 5, 1988 - July 5, 1988

PROFILE INVESTMENTS CORPORATION

BD
CRD#: 16478
Past

January 2, 1987 - January 12, 1988

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

January 30, 1985 - January 2, 1987

MICHELIN AND COMPANY, INC.

BD
CRD#: 14447
Past

October 10, 1984 - February 5, 1985

BLACKSTOCK & CO., INC.

BD
CRD#: 8469
Past

February 22, 1983 - December 14, 1983

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

August 26, 1982 - January 24, 1983

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

October 16, 1980 - July 21, 1982

FIRST EASTERN EQUITY CORP.

BD
CRD#: 7331
Past

September 5, 1980 - September 2, 1981

VERRILLI ALTSCHULER SCHWARTZ INC.

BD
CRD#: 7203

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: 10/1/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/28/1980
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


TA
THE AGEAN GROUP, INC
ADVANCED FINANCIAL SERVICES, INC. | THE AGEAN GROUP, INC

CRD#: 30835 / SEC#: , 8-45192

BD
Terminated by SEC on 11/24/2000
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 12/22/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
NOAH FINANCIAL SERVICESSHAREHOLDER
DESIDERIO, BARBARA LUCILLECHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER2080713
POLIAK, ALBERT JAMESPRESIDENT/CEO1270681

Disclosures


Regulatory Event2
Arbitration2

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE AGEAN GROUP, INC

CRD#: 30835

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