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James W. Moldermaker

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CRD#: 858894
JM

Professional summary


James Wilfred Moldermaker was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

James is a previously registered financial advisor and started their career in finance in 1978. Prior to being barred, James had worked at 6 firms, which includes FOX ADVISOR GROUP, FOX & COMPANY INVESTMENTS INC., MASON HUNT & CO. INC., KIDDER PEABODY & CO. INCORPORATED, CITIGROUP GLOBAL MARKETS INC., NUVEEN SECURITIES LLC.

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

June 23, 2005 - December 31, 2011

FOX ADVISOR GROUP

RIA
CRD#: 130593
PHOENIX, AZ
Past

July 6, 1987 - September 9, 2008

FOX & COMPANY INVESTMENTS INC.

BD
CRD#: 18517
SCOTTSDALE, AZ
Past

November 13, 1985 - July 20, 1987

MASON, HUNT & CO., INC.

BD
CRD#: 13680
Past

June 6, 1983 - October 18, 1985

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

September 11, 1980 - June 30, 1983

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

November 1, 1978 - May 10, 1980

NUVEEN SECURITIES, LLC

BD
CRD#: 469

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: 2/17/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current firm


No current employment

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


No current employment

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