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MG

Merlin R. Gackle

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CRD#: 1024847
MG

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.

Merlin Richard Gackle was a registered financial professional .

Merlin is a previously registered financial professional and started their career in finance in 1989. Merlin had worked at 6 firms and has passed the Series 62, Series 6 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

July 18, 2001 - September 9, 2002

BNY MELLON SECURITIES LLC

BD
CRD#: 47268
JERSEY CITY, NJ
Past

March 8, 2000 - December 11, 2000

SAGE DISTRIBUTORS, INC.

BD
CRD#: 44831
STAMFORD, CT
Past

February 27, 1998 - August 7, 1998

LEWIS & CLARK SECURITIES, INC.

BD
CRD#: 22687
TAMPA, FL
Past

February 25, 1998 - August 7, 1998

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI
Past

August 8, 1990 - August 7, 1998

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

March 21, 1989 - January 9, 1990

COLONIAL INVESTMENT SERVICES, INC.

BD
CRD#: 167

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


General Industry/Product Exam
RR
Series 62
Date: 5/13/1991
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam

Current Firm


BM
BNY MELLON SECURITIES LLC
BNY MELLON SECURITIES LLC | MELLON SECURITIES LLC | MELLON FINANCIAL PLANNING | FUTURESHARE FINANCIAL PLANNING | FUTURESHARE FINANCIAL LLC | FUTURESHARE FINANCIAL DIVISION OF MELLON SECURITIES LLC | DIRECTADVICE | CHASEMELLON FINANCIAL SERVICES L.L.C.

CRD#: 47268 / SEC#: , 8-51710

BD
Terminated by SEC on 04/29/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/19/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MELLON INVESTOR SERVICES HOLDINGS LLCMEMBER
DUFFANY, STEPHEN JOHNCHIEF COMPLIANCE OFFICER2535640
DUFFANY, STEPHEN JOHNPRESIDENT & FINOP2535640
SCHWARTZ, ANDREW LEEGENERAL SECURITIES PRINCIPLE4360624

Disclosures


Regulatory Event3
Arbitration2

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


BNY MELLON SECURITIES LLC

CRD#: 47268

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