Individual Firm
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CAROLYN JEZEK PODCHASKI
CRD#: 1309155
IA
B
CADARET GRANT & CO INCCRD#: 10641 Clinton, NJ
0
Disclosures
40
Years of Experience
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State Registrations
B
Arizona 9/21/2021
IA
New Jersey 1/5/1998
B
Connecticut 1/15/2020
B
New York 7/13/1998
B
Florida 5/23/1991
B
North Carolina 1/16/2001
B
Maryland 11/3/2022
B
Pennsylvania 11/3/2022
B
Massachusetts 1/5/2010
B
South Carolina 5/25/1999
B
Michigan 1/4/2018
B
Virginia 9/21/2021
B
New Jersey 11/17/1988
SRO Registrations
B
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IA
B
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 11/13/1985 - 11/29/1988 | ||
B | 02/11/1985 - 11/15/1985 |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.