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JH

Joseph M. Hain

CEROS FINANCIAL SERVICES
Delray Beach, FL
Some features on this profile are disabled
CRD#: 4959092
JH

Professional summary


Joseph Menachem Hain, who also goes by Joseph Menacem Hain, is a registered financial professional currently at CEROS FINANCIAL SERVICES, INC. located in Delray Beach, Florida.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2005. Joseph has worked at 8 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph Menacem Hain

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) - BD


Click below to view Joseph Menachem Hain's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

July 7, 2021 - Present

CEROS FINANCIAL SERVICES, INC.

Office #2: 110 E Broward Blvd Suite 1761, Fort Lauderdale,, FL 33301
BD
CRD#: 37869
Delray Beach, FL
Past

June 15, 2021 - July 6, 2021

CEROS FINANCIAL SERVICES, INC.

BD
CRD#: 37869
Boca Raton, FL
Past

March 24, 2017 - June 10, 2021

NOBLE CAPITAL MARKETS, INC.

BD
CRD#: 15768
BOCA RATON, FL
Past

March 11, 2016 - March 24, 2017

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
NEW YORK, NY
Past

May 1, 2013 - March 17, 2016

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

June 12, 2012 - April 12, 2013

WESTPARK CAPITAL, INC.

BD
CRD#: 39914
NEW YORK, NY
Past

November 16, 2010 - May 30, 2012

TEJAS SECURITIES GROUP, INC.

BD
CRD#: 36705
NEW YORK, NY
Past

January 6, 2009 - December 2, 2010

WYNSTON HILL CAPITAL, LLC

BD
CRD#: 103811
NEW YORK, NY
Past

December 8, 2005 - October 15, 2008

ROBOTTI SECURITIES, LLC

BD
CRD#: 13251
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/3/2023)
RR
Arizona
(1/19/2023)
RR
California
(7/7/2021)
RR
Colorado
(1/3/2023)
RR
Connecticut
(1/3/2023)
RR
Delaware
(1/3/2023)
RR
Florida
(7/26/2021)
RR
Idaho
(8/11/2021)
RR
Illinois
(1/13/2023)
RR
Iowa
(1/3/2023)
RR
Kansas
(1/3/2023)
RR
Kentucky
(8/20/2021)
RR
Louisiana
(1/3/2023)
RR
Maryland
(1/3/2023)
RR
Massachusetts
(1/20/2022)
RR
Minnesota
(1/3/2023)
RR
Nevada
(7/26/2021)
RR
New Hampshire
(11/22/2022)
RR
New Jersey
(8/3/2021)
RR
New York
(7/26/2021)
RR
North Carolina
(1/4/2023)
RR
Ohio
(7/7/2021)
RR
Oregon
(1/3/2023)
RR
Pennsylvania
(8/7/2023)
RR
South Carolina
(5/28/2025)
RR
Tennessee
(4/12/2024)
RR
Texas
(12/22/2021)
RR
Utah
(8/7/2023)
RR
Vermont
(1/3/2023)
RR
Virginia
(8/4/2021)
RR
Washington
(1/6/2025)
RR
West Virginia
(9/20/2024)
RR
Wisconsin
(1/6/2025)
RR
Wyoming
(1/6/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/22/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


CF
CEROS FINANCIAL SERVICES, INC.
ASSET MANAGEMENT SERVICES | FORTE CAPITAL GROUP | CEROS FINANCIAL SERVICES, INC. | CEROS FINANCIAL ADVISORS | CEROS CAPITAL MARKETS | CEROS BROKER SERVICE, INC. | ATLANTIC PARTNERS

CRD#: 37869 / SEC#: , 8-47955

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
1445 Research Boulevard Suite 530, Rockville, MD 20850
Mailing Address
1445 Research Boulevard Suite 530, Rockville, MD 20850
Phone number
(866) 842-3356
Established
Massachusetts since 09/30/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DGB HOLDINGS, LLCOWNER
AYERS-RIGSBY, MARY CATHERINEPRESIDENT830349
GOLDWASSER, MARK HARRYCEO1334008
GREENE, JON CHRISTOPHERROSFP3202524
HOLLAND, ANGELA LYNNETTECHIEF COMPLIANCE OFFICER3166586
POWELL, KIM ULMANCHIEF FINANCIAL OFFICER6244231
WILSON, DANIELAMLCO6763074

Disclosures


Regulatory Event4

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


CEROS FINANCIAL SERVICES, INC.

CRD#: 37869Delray Beach, FL

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