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RG

Rafael E. Garcia

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CRD#: 1302347
RG

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.

Rafael Ernesto Garcia JR, who also goes by Rafael Ernesto Garcia, was a registered financial professional .

Rafael is a previously registered financial professional and started their career in finance in 1990. Rafael had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rafael Ernesto Garcia

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

November 24, 2015 - March 8, 2016

FINANCIAL NORTHEASTERN SECURITIES, INC.

RIA
CRD#: 17007
MIAMI, FL
Past

April 23, 2015 - March 8, 2016

FINANCIAL NORTHEASTERN SECURITIES, INC.

BD
CRD#: 17007
MIAMI, FL
Past

April 17, 2013 - February 4, 2015

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
FORT LAUDERDALE, FL
Past

April 16, 2013 - February 4, 2015

OPPENHEIMER & CO. INC.

BD
CRD#: 249
FORT LAUDERDALE, FL
Past

October 22, 2008 - March 21, 2013

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
CHARLESTON, SC
Past

October 17, 2008 - March 21, 2013

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
CHARLESTON, SC
Past

January 1, 2008 - October 23, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHARLESTON, SC
Past

January 1, 2008 - October 23, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHARLESTON, SC
Past

February 27, 1997 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
CHARLESTON, SC
Past

February 27, 1997 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
CHARLESTON, SC
Past

March 1, 1996 - February 26, 1997

INTERCREDIT CAPITAL MARKETS, INC.

BD
CRD#: 39344
Past

August 22, 1995 - October 23, 1995

GMS GROUP

BD
CRD#: 8000
EAST HANOVER, NJ
Past

February 21, 1990 - July 17, 1995

FAIC SECURITIES, INC.

BD
CRD#: 8323
MIAMI, FL

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
IAR
Series 65
Date: 12/16/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/4/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


FN
FINANCIAL NORTHEASTERN SECURITIES, INC.
FINANCIAL NORTHEASTERN SECURITIES, INC. | FNC INVESTMENTS CORPORATION

CRD#: 17007 / SEC#: , 8-34883

California
Registered Investment Advisory firm - SEC (8/11/2011 Terminated)
Florida
Registered Investment Advisory firm - SEC (2/28/2002 Approved)
New Jersey
Registered Investment Advisory firm - SEC (6/23/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
100 Passaic Avenue One Greenbrook Corporate Center, Fairfield, NJ 07004
Mailing Address
100 Passaic Avenue 100, Fairfield, NJ 07004
Phone number
(973) 882-9337
Established
New Jersey since 02/14/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
42

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ZAGE, JEFFREY PCEO, PRESIDENT, GP1286688
ZAGE, STEVEN MARTINVP, SEC1314965
KISS, SANDRALIN JOSEPHINEEXEC VP, COO, FINOP, CCO1093671
MILLAHN, FLORENCE ADIRECTOR OF OPERATIONS, ROSFP2786661
MILSTEIN, BARRY MITCHELLEVP1632450

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


FINANCIAL NORTHEASTERN SECURITIES, INC.

CRD#: 17007

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