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KS

Kenneth L. Schiefelbein

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CRD#: 830102
KS

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.

Kenneth Lee Schiefelbein was a registered financial professional .

Kenneth is a previously registered financial professional and started their career in finance in 1976. Kenneth had worked at 13 firms and has passed the Series 63, Series 7 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

January 22, 1996 - August 15, 2001

PIM FINANCIAL SERVICES, INC.

BD
CRD#: 10547
SAN MARCOS, CA
Past

May 19, 1992 - December 31, 1995

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

September 6, 1991 - May 19, 1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

November 29, 1989 - August 20, 1991

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

April 27, 1989 - August 24, 1989

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

April 27, 1989 - August 24, 1989

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

June 1, 1988 - April 13, 1989

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
Past

June 1, 1988 - August 25, 1989

HOME LIFE INSURANCE COMPANY

BD
CRD#: 4184
Past

September 4, 1987 - February 20, 1988

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

February 14, 1986 - July 14, 1987

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028
Past

April 9, 1983 - December 13, 1984

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

June 9, 1981 - April 12, 1983

QUINN & CO., INC.

BD
CRD#: 687
Past

December 3, 1979 - June 12, 1981

BLUNT ELLIS & LOEWI INCORPORATED

BD
CRD#: 7580
Past

December 1, 1976 - October 15, 1977

LOEWI & CO., INCORPORATED

BD
CRD#: 526

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: 11/20/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PF
PIM FINANCIAL SERVICES, INC.
PIM FINANCIAL SERVICES INC | SUNDE' SECURITIES OF CALFORNIA, INC. | PLANNER'S INDEPENDENT MANAGEMENT, INC. | PIM FINANCIAL SERVICES, INC.

CRD#: 10547 / SEC#: 801-72856, 8-27340

BD
Terminated by SEC on 02/17/2003
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Contact information


Main Address
1282 Pacific Oaks Place, Escondido, CA 92029
Mailing Address
Phone number
Established
California since 12/28/1981
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

PIM BROCHURE SUPPLEMENT 6-14-2013 (2/24/2015)

Direct owners and executive officers


NamePositionCRD#
CI HOLDING GROUP, INC.HOLDING COMPANY
FOSS, STEVEN TIMOTHYCOMPLIANCE MANAGER2415079
JOHNSON, HILARYSR. REGISTERED OPTIONS PRINCIPAL1434580
LIMOGES, MARY ROSEPRESIDENT, DIRECTOR/CEO734263
MCDANIEL, DAWN KIMCHEIF FINANCIAL OFFICER2253426
SEINTURIER, DONALD HARVEYDIRECTOR863462

Disclosures


Regulatory Event1
Arbitration1
Bond1

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


PIM FINANCIAL SERVICES, INC.

CRD#: 10547

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