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John E. Sherman

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CRD#: 840662
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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.

John Eliot Sherman, who also goes by John E Sherman, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1977. John had worked at 9 firms and has passed the Series 63, Series 7, Series 4, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John E Sherman

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 10, 1989 - July 25, 1989

FIRST EAGLE, INC.

BD
CRD#: 16509
Past

February 22, 1985 - July 15, 1987

HAMILTON BOHNER, INC.

BD
CRD#: 14774
Past

June 20, 1984 - January 17, 1985

GRAYSTONE NASH, INC.

BD
CRD#: 10635
Past

April 13, 1982 - February 27, 1984

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
Past

April 1, 1980 - March 12, 1982

G. S. OMNI CORPORATION

BD
CRD#: 8141
Past

February 8, 1980 - April 5, 1982

SECURITY TRADERS, INC.

BD
CRD#: 7160
Past

May 28, 1978 - January 20, 1980

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 7619
Past

October 26, 1977 - May 28, 1978

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 6304
Past

July 26, 1977 - December 25, 1977

PITTMAN & COMPANY, INCORPORATED

BD
CRD#: 5225

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: 6/13/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/19/1982
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


FE
FIRST EAGLE, INC.
DEVANNEY CAPITAL MANAGEMENT, INC. | PEOPLES MORTGAGE COMPANY | FIRST EAGLE, INC.

CRD#: 16509 / SEC#: , 8-34079

BD
Expelled by FINRA on 03/04/1991
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 05/07/1985
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


FIRST EAGLE, INC.

CRD#: 16509

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