SD
Saul M. Dahan
CGIS SECURITIES
MIAMI, FL 33132
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CRD#: 6154806
SD
Professional summary
Saul Meller Dahan is a registered financial professional currently at CGIS SECURITIES LLC located in Miami, Florida.
Saul is registered as a RR (Registered Representative) and started their career in finance in 2013. Saul has worked at 1 firm and has passed the SIE 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.
CRS (Client Relationship Summary) - BD
Click below to view Saul Meller Dahan'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®
NoneExperience
Current
February 20, 2013 - Present
CGIS SECURITIES LLC
Office #1: 990 Biscayne Blvd Suite 0-901, Miami, FL 33132BD
CRD#: 155984
MIAMI, FL
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
Florida(2/20/2013)
Exams
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CS
CGIS SECURITIES LLC
CGIS SECURITIES LLC
CRD#: 155984 / SEC#: , 8-68758
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
990 Biscayne Blvd Suite 0-901, Miami, FL 33132
Mailing Address
990 Biscayne Blvd Suite 0-901, Miami, FL 33132
Phone number
(305) 507-4544
Established
Delaware since 08/24/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (6 States and Territories)
Red Flags
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