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FK

Frederick J. Kaufman

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CRD#: 815105
FK

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.

Frederick James Kaufman JR was a registered financial professional .

Frederick is a previously registered financial professional and started their career in finance in 1975. Frederick had worked at 15 firms and has passed the Series 63, Series 7, Series 24 and Series 4 exams.

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

May 19, 1987 - December 15, 1987

FIRST POTOMAC SECURITIES CORPORATION

BD
CRD#: 15531
Past

May 12, 1986 - May 20, 1987

INVESTORS SECURITY COMPANY, INC.

BD
CRD#: 2331
Past

July 8, 1985 - April 8, 1986

INLAND SECURITIES CORPORATION

BD
CRD#: 15807
Past

April 8, 1985 - July 23, 1985

INVESTACORP, INC.

BD
CRD#: 7684
Past

June 27, 1984 - October 26, 1984

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

March 17, 1983 - August 18, 1987

F.J. KAUFMAN AND COMPANY OF VIRGINIA

BD
CRD#: 13170
Past

March 12, 1982 - June 16, 1982

CORBY CAPITAL MARKETS, INC.

BD
CRD#: 7165
Past

April 3, 1981 - August 11, 1981

LANG AND COMPANY

BD
CRD#: 725
Past

December 1, 1980 - December 23, 1982

WILENS SECURITIES, CO.

BD
CRD#: 8044
Past

October 1, 1979 - April 10, 1980

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

September 20, 1978 - March 2, 1979

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

April 12, 1977 - March 24, 1978

MOSELEY, HALLGARTEN & ESTABROOK INC

BD
CRD#: 7501
Past

December 20, 1976 - June 27, 1977

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

August 27, 1976 - February 3, 1977

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

May 26, 1976 - September 29, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572
Past

November 20, 1975 - August 27, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058

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: 5/7/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FP
FIRST POTOMAC SECURITIES CORPORATION
FIRST POTOMAC SECURITIES CORPORATION | POTOMAC SECURITIES CORPORATION OF VIRGINIA

CRD#: 15531 / SEC#: , 8-32266

BD
Terminated by FINRA on 12/15/1987
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Contact information


Main Address
Mailing Address
Phone number
Established
Virginia since 05/17/1984
Firm type
Corporation
Fiscal year end
# 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


FIRST POTOMAC SECURITIES CORPORATION

CRD#: 15531

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