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FS

Frank M. Saldana

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CRD#: 2718019
FS

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.

Frank Miguel Saldana, who also goes by Francisco Miguel Saldana, Frank Saldana, was a registered financial professional .

Frank is a previously registered financial professional and started their career in finance in 1996. Frank had worked at 6 firms and has passed the Series 63, Series 79, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Francisco Miguel Saldana | Frank Saldana

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

June 7, 2012 - January 23, 2013

ESPOSITO SECURITIES, LLC

BD
CRD#: 143710
DALLAS, TX
Past

April 18, 2011 - June 1, 2012

C.K. COOPER & COMPANY, INC.

BD
CRD#: 106578
IRVINE, CA
Past

September 25, 2000 - January 16, 2003

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

October 5, 1998 - September 6, 2000

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

August 6, 1997 - October 6, 1998

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

March 8, 1996 - June 20, 1997

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN

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: 4/28/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ES
ESPOSITO SECURITIES, LLC
ESPOSITO SECURITIES, LLC

CRD#: 143710 / SEC#: , 8-67596

BD
Terminated by SEC on 06/29/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 12/15/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ESPOSITO FINANCIAL, LLCMEMBER
ESPOSITO, MARK ALLENPRESIDENT, CEO, MSRB PRINCIPAL & CHIEF COMPLIANCE OFFICER2333495
TOWNSEND, JAMES DOUGLASFINOP/CFO/COO2029225

Disclosures


Regulatory Event2

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


ESPOSITO SECURITIES, LLC

CRD#: 143710

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