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MR

Mark J. Rafaloff

LBMZ SECURITIES
CHICAGO, IL 60606
Some features on this profile are disabled
CRD#: 1435844
MR

Professional summary


Mark Jay Rafaloff is a registered financial professional currently at LBMZ SECURITIES, INC. located in Chicago, Illinois.

Mark is registered as a RR (Registered Representative) and started their career in finance in 1985. Mark has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 52 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) - BD


Click below to view Mark Jay Rafaloff'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

April 13, 2009 - Present

LBMZ SECURITIES, INC.

Office #1: 101 North Wacker Drive Suite 1500, Chicago, IL 60606
BD
CRD#: 7874
CHICAGO, IL
Past

February 6, 2006 - February 2, 2009

LBMZ SECURITIES, INC.

BD
CRD#: 7874
CHICAGO, IL
Past

August 16, 1996 - December 13, 2005

RGR FINANCIAL CORP.

BD
CRD#: 40898
FREEHOLD, NJ
Past

August 2, 1996 - August 12, 1996

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

July 31, 1993 - July 12, 1996

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 10, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

October 21, 1986 - May 23, 1988

ADVEST, INC.

BD
CRD#: 10
Past

November 26, 1985 - October 29, 1986

SWINK & COMPANY, INC.

BD
CRD#: 7111

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: 12/9/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LBMZ SECURITIES, INC.
LBMZ SECURITIES, INC. | ZACKS TRADE | ZACKS AND COMPANY | ZACKS & COMPANY, INC. | ZACKS & COMPANY

CRD#: 7874 / SEC#: , 8-23266

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


Main Address
101 North Wacker Drive Suite 1500, Chicago, IL 60606-1705
Mailing Address
101 North Wacker Drive Suite 1500, Chicago, IL 60606-1705
Phone number
(312) 630-9880
Established
Illinois since 09/20/1978
Firm type
Corporation
Fiscal year end
November
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#
FRANCINE ZACKS 2012 GIFT TRUSTOWNER
CALDER, JUDITH ANNCHIEF COMPLIANCE OFFICER38260
COLOMBO, DOUGLAS NMNFINOP1858351
ZACKS, LEONARD HARVEYPRESIDENT & DIRECTOR806891
ZACKS, MITCHEL ETHANTRUSTEE FOR THE FRANCINE ZACKS 2012 GIFT TRUST2649079

Disclosures


Regulatory Event8

Red Flags


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Company Information


LBMZ SECURITIES, INC.

CRD#: 7874Chicago, IL 60606

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