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JK

James V. Kresl

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CRD#: 820370
JK

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.

James Vincent Kresl was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1976. James had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 28, Series 4 and Series 24 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

October 25, 1993 - May 26, 2015

FIRST ILLINOIS SECURITIES INC.

BD
CRD#: 19067
BOURBONNAIS, IL
Past

January 22, 1980 - December 31, 1993

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
ELMHURST, IL
Past

November 22, 1977 - November 16, 1978

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 17, 1976 - November 22, 1977

SHEARSON HAYDEN STONE INC.

BD
CRD#: 7295
Past

April 1, 1976 - November 17, 1976

LAMSON BROS. & CO.

BD
CRD#: 509

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: 4/9/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 2/7/1994
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FI
FIRST ILLINOIS SECURITIES INC.
DEARBORN SECURITIES, INC. | FIRST ILLINOIS SECURITIES, INC. | FIRST ILLINOIS SECURITIES INC.

CRD#: 19067 / SEC#: , 8-37152

BD
Terminated by SEC on 04/29/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 04/30/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ESTATE OF JAMES V. KRESLSOLE SHARE HOLDER
AVELLO, NICHOLAS THOMASACTING FINOP1488144
KRESL, CANDIDA ELIZABETHEXECUTRIX6512109
WURTZINGER, CHRISTOPHER RICHARDACTING MANAGER/CCO1921024

Disclosures


Regulatory Event1

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 ILLINOIS SECURITIES INC.

CRD#: 19067

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