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RS

Richard K. Steele

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CRD#: 800440
RS

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.

Richard Kent Steele SR, who also goes by Richard Kent Steel Sr, Richard Kent Steele, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1974. Richard had worked at 13 firms and has passed the Series 63, PC, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Kent Steel Sr | Richard Kent Steele

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

September 8, 1994 - January 26, 1995

FLEMMING, ANDERSON, COHEN & LEE, INC.

BD
CRD#: 23121
LITTLETON, CO
Past

March 24, 1992 - April 27, 1995

R.K. STEELE

BD
CRD#: 1904
BEVERLY HILLS, CA
Past

November 13, 1990 - March 10, 1992

MEYERS SECURITIES CORPORATION

BD
CRD#: 7183
ROCHESTER, NY
Past

November 9, 1989 - May 11, 1990

WELLSHIRE SECURITIES, INC.

BD
CRD#: 17939
Past

February 23, 1989 - July 26, 1990

FIRST SWISS INTERNATIONAL SECURITIES CORPORATION

BD
CRD#: 7958
Past

December 8, 1982 - June 4, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

August 16, 1982 - December 7, 1982

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

January 13, 1982 - July 27, 1982

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

February 22, 1978 - December 9, 1981

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

September 27, 1977 - February 22, 1978

LEHMAN BROTHERS INCORPORATED

BD
CRD#: 514
Past

August 27, 1976 - October 8, 1977

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

February 27, 1976 - August 27, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

October 23, 1974 - February 27, 1976

BACHE & CO., INCORPORATED

BD
CRD#: 66

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: 9/28/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 9/1/1977
AMEX Put and Call Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FA
FLEMMING, ANDERSON, COHEN & LEE, INC.
AUBURN EQUITIES, INC. | PHOENIX PARTNERS, INC. | FLEMMING, ANDERSON, COHEN & LEE, INC.

CRD#: 23121 / SEC#: , 8-40210

BD
Cancelled by SEC on 10/03/1996
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 06/15/1988
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


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


FLEMMING, ANDERSON, COHEN & LEE, INC.

CRD#: 23121

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