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Michelle Y. Leivas

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CRD#: 2904718
ML

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.

Michelle Yvonne Leivas, who also goes by Michelle Yvonne Hernandez, was a registered financial professional .

Michelle is a previously registered financial professional and started their career in finance in 2003. Michelle had worked at 1 firm and has passed the Series 11 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michelle Yvonne Hernandez

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

April 28, 2003 - September 15, 2004

THE SEIDLER COMPANIES INCORPORATED

BD
CRD#: 3911
LOS ANGELES, CA

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


General Industry/Product Exam
RR
Series 11
Date: 4/25/2003
Assistant Representative-Order Processing Qualification Exam

Current Firm


TS
THE SEIDLER COMPANIES INCORPORATED
SEIDLER ASSET MANAGEMENT (A DIV. OF THE SEIDLER COMPANIES INC) | THE SEIDLER COMPANIES INCORPORATED | SEIDLER, ARNETT & SPILLANE INCORPORATED | SEIDLER INVESTMENT ADVISORS (A DIV OF THE SEIDLER COMPANIES INC)

CRD#: 3911 / SEC#: , 8-14662

BD
Terminated by SEC on 06/29/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/18/1969
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SEIDLER HOLDINGS INCORPORATEDPARENT COMPANY
BECK, PAUL ROBERTPRESIDENT, CFO, COO, CHIEF COMPLIANCE OFFICER & DIRECTOR1288090

Disclosures


Regulatory Event7
Arbitration3
Bond1

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


THE SEIDLER COMPANIES INCORPORATED

CRD#: 3911

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