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FM

Franci W. Mi

J.K. FINANCIAL SERVICES
Norco, CA 92860
Some features on this profile are disabled
CRD#: 5406541
FM

Professional summary


Franci Wei Mi, who also goes by Franci Mi, Franci Wu, is a registered financial professional currently at J.K. FINANCIAL SERVICES, INC. located in Norco, California.

Franci is registered as a RR (Registered Representative) and started their career in finance in 2007. Franci has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Franci Mi | Franci Wu

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 Franci Wei Mi'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

January 28, 2014 - Present

J.K. FINANCIAL SERVICES, INC.

Office #1: 149 Cross Rail Lane Ste. 102, Norco, CA 92860
BD
CRD#: 103728
Norco, CA
Past

February 24, 2012 - December 16, 2013

NEW ENGLAND SECURITIES

RIA
CRD#: 615
BREA, CA
Past

February 24, 2012 - December 16, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
BREA, CA
Past

November 17, 2009 - February 24, 2012

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
WALNUT, CA
Past

May 20, 2009 - November 5, 2009

ACE DIVERSIFIED CAPITAL, INC.

BD
CRD#: 41768
SAN GABRIEL,, CA
Past

April 16, 2008 - March 25, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
ROWLAND HEIGHTS, CA
Past

March 4, 2008 - March 25, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
ROWLAND HEIGHTS, CA
Past

November 12, 2007 - March 4, 2008

IFMG SECURITIES, INC.

BD
CRD#: 14416
TEMECULA, CA

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
California
(1/28/2014)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/14/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


JF
J.K. FINANCIAL SERVICES, INC.
HUA KANG SECURITIES, INC. | J.K. FINANCIAL SERVICES, INC. | J K FINANCIAL SERVICES, INC

CRD#: 103728 / SEC#: , 8-52214

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


Main Address
149 Cross Rail Lane Ste. 102, Norco, CA 92860
Mailing Address
149 Cross Rail Lane Ste 102, Norco, CA 92860
Phone number
(714) 704-1818
Established
California since 10/20/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ZHENG, JOE JIANKANGCHIEF FINANCIAL OFFICER, SROP, CROP2318835
HO, LILY MEIXIAPRESIDENT, CEO, CCO4336165

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


J.K. FINANCIAL SERVICES, INC.

CRD#: 103728Norco, CA 92860

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