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RM

Rafael A. Molano

Some features on this profile are disabled
CRD#: 5396140
RM

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.

Rafael Antonio Molano was a registered financial professional .

Rafael is a previously registered financial professional and started their career in finance in 2007. Rafael had worked at 1 firm and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

August 10, 2007 - February 12, 2013

WAVEEDGE PARTNERS LLC

BD
CRD#: 126182
PALO ALTO, 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

State Security Law Exam
RR
Series 63
Date: 8/17/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/9/2007
General Securities Representative Examination

Current Firm

WP
WAVEEDGE PARTNERS LLC
3C-WC PARTNERS | WCP SECURITIES LLC | WAVEEDGE PARTNERS LLC | SKYLINE CAPITAL SECURITIES LLC | MAVERICKS CAPITAL SECURITIES | 3C-WC PARTNERS, LLC

CRD#: 126182 / SEC#: , 8-65863

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

Main Address
5 Ranch Road, Woodside, CA 94062
Mailing Address
5 Ranch Road, Woodside, CA 94062
Phone number
(650) 346-7157
Established
Delaware since 02/27/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
KARAN, JEFFREY SCOTTCEO/CCO
SELIG, JOHN J.M.PRESIDENT/CFO6101436
LANG, LAURAFINOP2249418

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

WAVEEDGE PARTNERS LLC

CRD#: 126182

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