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Steven J. Balog

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CRD#: 857771
SB

Professional summary


Steven John Balog was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Steven is a previously registered financial advisor and started their career in finance in 1978. Prior to being barred, Steven had worked at 7 firms, which includes THE HOUSE OF SECURITIES COMPANY, CETERA ADVISORS LLC, CADARET GRANT & CO. INC., INTEGRATED RESOURCES EQUITY CORPORATION, AMERICAN EXPRESS FINANCIAL CORPORATION, AMERIPRISE FINANCIAL SERVICES LLC, IDS LIFE INSURANCE COMPANY.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen John Balog | Steve John Balog | Steven Balog

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 1, 2000 - September 13, 2004

THE HOUSE OF SECURITIES COMPANY

RIA
CRD#: 2236
FREDERICK, MD
Past

December 23, 1996 - September 13, 2004

THE HOUSE OF SECURITIES COMPANY

BD
CRD#: 2236
FREDERICK, MD
Past

March 2, 1993 - December 11, 1996

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

January 30, 1989 - November 21, 1990

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

September 21, 1983 - September 26, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

September 29, 1978 - September 20, 1983

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

September 29, 1978 - September 20, 1983

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

September 29, 1978 - September 20, 1983

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321

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
IAR
Series 65
Date: 6/12/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/26/1978
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


TH
THE HOUSE OF SECURITIES COMPANY
BRYAN J. MOORE | THE HOUSE OF SECURITIES COMPANY

CRD#: 2236 / SEC#: , 8-6603

BD
Terminated by SEC on 12/26/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Maryland since 05/05/1958
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
QUADS FINANCIAL GROUPPARENT COMPANY
STETTINIUS, WILLIAM CARRINGTONPRESIDENT2660478
YOUNG, BRIAN SCOTTPRESIDENT2819583

Disclosures


Regulatory Event5

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


THE HOUSE OF SECURITIES COMPANY

CRD#: 2236

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