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FIRM PROFILE
Overview
HOMESTEAD FINANCIAL SERVICES CORP. is located at 4301 Wilson Boulevard, Arlington, VA 22203 and was first established at Philadelphia, Virginia in 05/02/1990. After operating for 36 years, HOMESTEAD FINANCIAL SERVICES CORP. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of HOMESTEAD FINANCIAL SERVICES CORP.’s clients are individuals and 0% of their clients are high net worth individuals. HOMESTEAD FINANCIAL SERVICES CORP. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at HOMESTEAD FINANCIAL SERVICES CORP. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access HOMESTEAD FINANCIAL SERVICES CORP.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at HOMESTEAD FINANCIAL SERVICES CORP.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for HOMESTEAD FINANCIAL SERVICES CORP. Comes From
Understanding the Statistics for HOMESTEAD FINANCIAL SERVICES CORP. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
4301 Wilson Boulevard, Arlington, VA 22203
4301 Wilson Boulevard, Arlington, VA 22203
Small
(703) 907-5903
Virginia since 05/02/1990
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| NRECA UNITED HOLDINGS, INC. | HOLDING COMPANY OF NRECA SUBSIDIARIES | ||
| CIVEROLO, BETH ANNE | VICE PRESIDENT AND DIRECTOR | 2643410 | |
| DI MAURO, AMY MERRILL | TREASURER, DIRECTOR, FINANCIAL AND OPERATIONS PRINCIPAL, CHIEF AND PRINCIPAL FINANCIAL OFFICER, AND PRINCIPAL OPERATIONS OFFICER | 4731228 | |
| OLLIVIERRE, MONICA LYNN | SECRETARY | 4036059 | |
| SIEVERLING, DANIELLE CHERIE | CHIEF COMPLIANCE OFFICER | 4918493 | |
| WEBSTER, JENNIFER LAUREL | PRESIDENT AND DIRECTOR | 1438190 |
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Advisor's working at HOMESTEAD FINANCIAL SERVICES CORP.
Cedrian Monique Cross-smith
William Douglas Kindle
Megan Jayne Mcfarland Fontem
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