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KM

Kevin P. Meenan

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CRD#: 1191686
KM

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.

Kevin Patrick Meenan was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1985. Kevin had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 53, Series 9, Series 10 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

December 6, 2013 - February 4, 2015

RAFFERTY CAPITAL MARKETS, LLC

BD
CRD#: 23682
NEW YORK, NY
Past

April 19, 2011 - May 3, 2012

MUFG SECURITIES AMERICAS INC.

BD
CRD#: 19685
NEW YORK, NY
Past

April 14, 2009 - April 18, 2011

RAFFERTY CAPITAL MARKETS, LLC

BD
CRD#: 23682
NEW YORK, NY
Past

April 3, 2002 - April 4, 2007

KEEFE, BRUYETTE & WOODS, INC.

BD
CRD#: 481
NEW YORK, NY
Past

July 17, 2001 - March 26, 2002

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

August 17, 1998 - July 19, 2001

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

May 6, 1997 - August 3, 1998

MEENAN, MCDEVITT SECURITIES, INC.

BD
CRD#: 41995
Past

June 3, 1991 - August 21, 1997

RAFFERTY CAPITAL MARKETS, LLC

BD
CRD#: 23682
GARDEN CITY, NY
Past

May 21, 1987 - April 23, 1991

CITICORP SECURITIES, INC.

BD
CRD#: 7474
NEW YORK, NY
Past

April 23, 1985 - January 16, 1987

SALOMON BROTHERS INC.

BD
CRD#: 740

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: 3/11/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RC
RAFFERTY CAPITAL MARKETS, LLC
COHANE RAFFERTY CAPITAL MARKETS, INC. | RAFFERTY CAPITAL MARKETS, LLC | RAFFERTY CAPITAL MARKETS, INC.

CRD#: 23682 / SEC#: , 8-40605

BD
Terminated by SEC on 02/19/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/16/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RAFFERTY HOLDINGS, LLCDIRECT OWNER
HAY, KATHLEEN RAFFERTYPRESIDENT5045127
GOODE, JACQUELINE MARIEFINOP1292607
GOODE, JACQUELINE MARIEPRINCIPAL FINANCIAL OFFICER1292607
JAMES, SHARICFO7516372
MARTENS, BARBARA LAUDISIPRINCIPAL OPERATIONS OFFICER2992393
MARTENS, BARBARA LAUDISICHIEF COMPLIANCE OFFICER2992393

Disclosures


Regulatory Event6

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


RAFFERTY CAPITAL MARKETS, LLC

CRD#: 23682

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