Lefteri Melonakis
Professional summary
Lefteri Melonakis, CFP®, who also goes by Terry Melonakis, is a registered financial advisor currently at MELONAKIS FINANCIAL located in Thornton, Colorado.
Lefteri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lefteri has worked at 4 firms and has passed the Series 66, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lefteri Melonakis's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
December 7, 1999 - Present
MELONAKIS FINANCIAL
December 16, 1999 - June 8, 2011
OMNIVEST, INC.
June 8, 1999 - November 19, 1999
SUNPOINT SECURITIES, INC.
July 11, 1996 - June 10, 1999
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/7/1999)
Exams
Current Firm
MELONAKIS FINANCIAL
CRD#: 111930 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 98 |
| AUM (Assets Under Management) | $ 57,099,480 |
Red Flags
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