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FC

Fernando S. Concha Bambach

LFT SECURITIES
New York, NY 10036
Some features on this profile are disabled
CRD#: 5525997
FC

Professional summary


Fernando S Concha Bambach is a registered financial professional currently at LFT SECURITIES, LLC located in New York, New York.

Fernando is registered as a RR (Registered Representative) and started their career in finance in 2008. Fernando has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 3 and Series 7 exams.

top-8-questions

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) - BD


Click below to view Fernando S Concha Bambach's 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

June 26, 2023 - Present

LFT SECURITIES, LLC

Office #1: 19 West 44th Street Suite 1000, New York, NY 10036
BD
CRD#: 290210
New York, NY
Past

July 26, 2023 - August 8, 2025

NAVIAN CAPITAL SECURITIES LLC

BD
CRD#: 145037
New York, NY
Past

August 18, 2009 - July 3, 2013

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 5, 2008 - February 6, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
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
(7/24/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 7/24/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/26/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LFT SECURITIES, LLC
ADVANCED TRADING & LINKED ASSET STRATEGIES, LLC | LFT SECURITIES, LLC

CRD#: 290210 / SEC#: , 8-70015

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


Main Address
425 Walnut Street, Suite 2410, Cincinnati, OH 45202-3931
Mailing Address
425 Walnut Street, Suite 2410, Cincinnati, OH 45202-3931
Phone number
(513) 271-0759
Established
Delaware since 06/20/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
LUMA FINANCIAL TECHNOLOGIES, LLCOWNER, SOLE MEMBER
BONACCI, TIMOTHY JOHNPRESIDENT & CEO4194271
JENKINS, ROBERT PATRICKCHIEF FINANCIAL OFFICER6030790
POGAN, DONALDCOO & POO5611677
RUSSELL, SARAH DETLINGPRINCIPAL FINANCIAL OFFICER & FINOP6727189
STACHE, PAUL GERARDCHIEF COMPLIANCE OFFICER1170097

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


LFT SECURITIES, LLC

CRD#: 290210New York, NY 10036

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