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FM

Francisco J. Melendez Barrera

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CRD#: 2860048
FM

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.

Francisco Jose Melendez Barrera, who also goes by Francisco Jose Melendez, Francisco Melendez, Paco Melendez, Francisco J Melendez-barrera, Francisco Jose Melendez-barrera, was a registered financial professional .

Francisco is a previously registered financial professional and started their career in finance in 1997. Francisco had worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Francisco Jose Melendez | Francisco Melendez | Paco Melendez | Francisco J Melendez-Barrera | Francisco Jose Melendez-Barrera

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

January 4, 2016 - January 31, 2017

KOVACK SECURITIES INC.

BD
CRD#: 44848
GUAYNABO, PR
Past

November 20, 2014 - December 31, 2015

KOVACK SECURITIES INC.

BD
CRD#: 44848
GUAYNABO, PR
Past

August 27, 2010 - April 18, 2011

IFS SECURITIES

BD
CRD#: 40375
MIAMI, FL
Past

February 12, 2009 - August 27, 2010

NFSG CORPORATION

RIA
CRD#: 130814
BOCA RATON, FL
Past

December 15, 2008 - August 27, 2010

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
CORAL SPRINGS, FL
Past

October 24, 2008 - November 22, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MINNEAPOLIS, MN
Past

October 22, 2008 - November 22, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

June 10, 2008 - July 30, 2008

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
MIAMI BEACH, FL
Past

March 13, 2008 - July 30, 2008

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
MIAMI BEACH, FL
Past

April 24, 2001 - August 13, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 21, 1998 - April 25, 2001

DORAL SECURITIES, INC.

BD
CRD#: 40944
PUERTO NUEVO, PR
Past

April 16, 1997 - May 27, 1998

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/7/2008
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KS
KOVACK SECURITIES INC.
KOVACK SECURITIES INC. | RK ADVISORS, INC. | RK ADVISORS

CRD#: 44848 / SEC#: , 8-50847

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


Main Address
6451 N. Federal Hwy. Suite 1201, Ft. Lauderdale, FL 33308
Mailing Address
6451 N. Federal Hwy. Suite 1201, Ft. Lauderdale, FL 33308
Phone number
(954) 782-4771
Established
Florida since 04/22/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

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)

Direct owners and executive officers


NamePositionCRD#
KOVACK FINANCIAL, LLC.OWNER
KOVACK, BRIAN JOHNCEO2809477
SHICK, ISABELLE ALLISONFINOP5364794
WOLFE, MELINDA SUECHIEF COMPLIANCE OFFICER/EVP1627593

Disclosures


Regulatory Event5
Arbitration5

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


KOVACK SECURITIES INC.

CRD#: 44848

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