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Harry Abrams

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CRD#: 859768
HA

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.

Harry Abrams was a registered financial professional .

Harry is a previously registered financial professional and started their career in finance in 1978. Harry had worked at 4 firms and has passed the Series 63, Series 7, Series 4, Series 27 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

June 19, 1983 - August 13, 1984

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

January 31, 1982 - May 25, 1988

OMNI MUTUAL, INC.

BD
CRD#: 10243
Past

November 10, 1981 - October 15, 1985

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA
Past

November 27, 1978 - January 17, 1980

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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: 11/19/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AL
AETNA LIFE INSURANCE AND ANNUITY COMPANY
AETNA LIFE INSURANCE & ANNUITY CO | ING LIFE INSURANCE AND ANNUITY COMPANY | AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256 / SEC#: , 8-15409

BD
Terminated by SEC on 01/16/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 01/13/1976
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AETNA RETIREMENT HOLDINGS, INC.PARENT
BAKER, ALLANDIRECTOR AND SENIOR VICE PRESIDENT850724
KIM, JOHN YONGSR. VICE PRESIDENT/CHIEF INVESTMENT OFFICER2010539
MCINERNEY, THOMAS JOSEPHPRESIDENT AND DIRECTOR2400561
MURPHY, BRIAN JOHNVICE PRESIDENT, CHIEF COMPLIANCE OFFICER2825925
SMITH, CATHERINE HALEDIRECTOR, SENIOR VP, CHIEF FINANCIAL OFFICER
WICKMAN, KIRK PETERSENIOR VP, GENERAL COUNSEL, CORP. SECRETARY2836950

Disclosures


Regulatory Event2

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


AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

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