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Susan C. Rupert

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CRD#: 869630
SR

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.

Susan Carol Rupert, who also goes by Susan Carol Freed, Susan Carol Rupert Freed, Susan Carol Rupert Hodges Freed, Susan Carol Hodges, was a registered financial professional .

Susan is a previously registered financial professional and started their career in finance in 1979. Susan had worked at 8 firms and has passed the Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Susan Carol Freed | Susan Carol Rupert Freed | Susan Carol Rupert Hodges Freed | Susan Carol Hodges

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

November 16, 1989 - August 28, 1991

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

January 4, 1988 - April 24, 1989

TRI-BRADLEY INVESTMENTS

BD
CRD#: 14208
Past

September 23, 1986 - November 4, 1987

B.C. CHRISTOPHER SECURITIES CO.

BD
CRD#: 60
Past

October 5, 1984 - August 25, 1986

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

September 21, 1982 - September 10, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

November 4, 1981 - June 9, 1982

OTC NET INCORPORATED

BD
CRD#: 7756
Past

March 18, 1981 - August 24, 1981

FIRST COLORADO INVESTMENTS & SECURITIES, INC.

BD
CRD#: 6929
Past

August 2, 1979 - April 26, 1981

BOETTCHER & COMPANY, INC.

BD
CRD#: 101

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: 2/22/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 11/18/1986
National Commodity Futures Examination
General Industry/Product Exam

Current Firm


JW
J. W. GANT & ASSOCIATES, INC.
J. W. GANT & ASSOCIATES, INC. | TRINITY SECURITIES OF TEXAS, INC.

CRD#: 7963 / SEC#: , 8-30910

BD
Cancelled by FINRA on 08/17/1992
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 12/27/1985
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


J. W. GANT & ASSOCIATES, INC.

CRD#: 7963

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