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Hans N. Beerbaum

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CRD#: 717043
HB

Professional summary


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

Hans is a previously registered financial professional and started their career in finance in 1980. Prior to being barred, Hans had worked at 4 firms, which includes BEERBAUM & BEERBAUM FINANCIAL AND INSURANCE SERVICES INC., WALNUT STREET SECURITIES INC., GREEN HILL FINANCIAL SERVICE CORPORATION, JOHN HANCOCK DISTRIBUTORS LLC.

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

February 3, 1998 - June 16, 2006

BEERBAUM & BEERBAUM, FINANCIAL AND INSURANCE SERVICES, INC.

BD
CRD#: 17099
PETALUMA, CA
Past

March 4, 1996 - December 31, 1997

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

February 26, 1986 - March 4, 1996

BEERBAUM & BEERBAUM, FINANCIAL AND INSURANCE SERVICES, INC.

BD
CRD#: 17099
PETALUMA, CA
Past

May 10, 1982 - December 20, 1985

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

October 17, 1980 - May 26, 1982

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249

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: 1/31/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 10/7/1980
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


B&
BEERBAUM & BEERBAUM, FINANCIAL AND INSURANCE SERVICES, INC.
BEERBAUM & BEERBAUM, FINANCIAL & INSURANCE SERVICES, INC | BEERBAUM & BEERBAUM, FINANCIAL AND INSURANCE SERVICES, INC.

CRD#: 17099 / SEC#: , 8-35021

BD
Cancelled by SEC on 10/10/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 09/02/1983
Firm type
Corporation
Fiscal year end
August
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BEERBAUM, HANS NORMANPREZ.717043

Disclosures


Regulatory Event6

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


BEERBAUM & BEERBAUM, FINANCIAL AND INSURANCE SERVICES, INC.

CRD#: 17099

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