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FO

Francis K. Ong

PACIFIC CENTURY SECURITIES
New York, NY 10017
Some features on this profile are disabled
CRD#: 2016903
FO

Professional summary


Francis K Ong, who also goes by Francis Kwok Ong, is a registered financial professional currently at PACIFIC CENTURY SECURITIES, LLC located in New York, New York.

Francis is registered as a RR (Registered Representative) and started their career in finance in 1991. Francis has worked at 8 firms and has passed the Series 63, Series 99TO, Series 57TO, Series 79TO, Series 3, SIE, Series 7, Series 24, Series 27 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Francis Kwok Ong

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 Francis K Ong'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

November 20, 2018 - Present

PACIFIC CENTURY SECURITIES, LLC

Office #1: 747 3rd Ave #2101, New York, NY 10017
BD
CRD#: 131607
New York, NY
Past

May 13, 2022 - February 17, 2023

CATHAY SECURITIES, INC.

BD
CRD#: 21821
NEW YORK, NY
Past

August 2, 2019 - August 1, 2022

EDDID SECURITIES USA INC.

BD
CRD#: 299423
NEW YORK, NY
Past

April 21, 2015 - November 14, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
FLUSHING, NY
Past

November 26, 2014 - April 21, 2015

MOMENTIX CAPITAL, INC.

BD
CRD#: 20130
FLUSHING, NY
Past

January 1, 2009 - October 8, 2012

MOMENTIX CAPITAL, INC.

BD
CRD#: 20130
FLUSHING, NY
Past

May 20, 2002 - December 31, 2006

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
BROOKLYN, NY
Past

April 4, 2001 - July 3, 2001

UNISE INVESTMENT CORP.

BD
CRD#: 24087
FLUSHING, NY
Past

September 13, 1995 - March 9, 2001

MOMENTIX CAPITAL, INC.

BD
CRD#: 20130
HAZLET, NJ
Past

April 11, 1991 - August 17, 1995

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(12/3/2019)
RR
Connecticut
(5/16/2023)
RR
Delaware
(4/4/2023)
RR
Florida
(12/3/2019)
RR
Georgia
(11/20/2018)
RR
Illinois
(1/23/2023)
RR
Massachusetts
(6/20/2025)
RR
New Jersey
(7/21/2022)
RR
New York
(11/20/2018)
RR
North Carolina
(4/6/2023)
RR
Texas
(12/3/2019)
RR
Virginia
(10/7/2023)
RR
Washington
(3/1/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 6/19/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 7/6/2021
Securities Trader Exam
General Industry/Product Exam
RR
Series 79TO
Date: 8/28/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


PC
PACIFIC CENTURY SECURITIES, LLC
AMBATA SECURITIES, LLC | VISION FUEL CAPITAL, LLC | PACIFIC CENTURY SECURITIES, LLC | GYRE SECURITIES, LLC

CRD#: 131607 / SEC#: , 8-66487

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


Main Address
747 3rd Ave #2101, New York, NY 10017
Mailing Address
747 3rd Ave #2101, New York, NY 10017
Phone number
(212) 970-8868
Established
Florida since 03/02/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 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#
PACIFIC CENTURY CAPITAL, INCOWNER
NIXON, JON ALANFINOP/CFO4710715
ONG, FRANCIS KCEO, AMLCO, AND EXEC REP2016903
SMULEVITZ, CHARLES DAVIDCCO5099387

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


PACIFIC CENTURY SECURITIES, LLC

CRD#: 131607New York, NY 10017

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