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MK

Melissa J. Keller

LIBERTY ASSOCIATES
New York, NY 10017
Some features on this profile are disabled
CRD#: 5313644
MK

Professional summary


Melissa Jane Keller, who also goes by Melissa Jane Dean, is a registered financial professional currently at LIBERTY ASSOCIATES, INC. located in New York, New York.

Melissa is registered as a RR (Registered Representative) and started their career in finance in 2007. Melissa has worked at 2 firms and has passed the Series 63, Series 82TO, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Melissa Jane Dean

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 Melissa Jane Keller'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

August 15, 2024 - Present

LIBERTY ASSOCIATES, INC.

Office #1: 501 Fifth Avenue 15th Floor, New York, NY, 10017
BD
CRD#: 15071
New York, NY
Past

April 30, 2007 - April 23, 2012

SWEDBANK SECURITIES US, LLC

BD
CRD#: 141190
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
New York
(10/9/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 10/9/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 8/15/2024
Limited Representative-Private Securities Offerings
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


LA
LIBERTY ASSOCIATES, INC.
LIBERTY ASSOCIATES, INC.

CRD#: 15071 / SEC#: , 8-31505

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


Main Address
501 Fifth Avenue 15th Floor, New York, NY, 10017
Mailing Address
501 Fifth Aveue 15th Floor, New York, NY, 10017
Phone number
(212) 869-8224
Established
New York since 02/28/1984
Firm type
Corporation
Fiscal year end
January
Firm Size
Small
# of Employees

FINRA licenses (11 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#
AZRILIANT, EVAN BRETOWNER6893576
LINDH, ALLISON MARIECHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER6309401

Disclosures


Regulatory Event3

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


LIBERTY ASSOCIATES, INC.

CRD#: 15071New York, NY 10017

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