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JM

Jose Antonio Mena Ramirez

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CRD#: 6857782
JM

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.

Jose Antonio Mena Ramirez, who also goes by Antonio Mena, was a registered financial professional .

Jose Antonio is a previously registered financial professional and started their career in finance in 2017. Jose Antonio had worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Antonio Mena

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

October 9, 2017 - January 17, 2019

BECHTEL FINANCING SERVICES, LLC

BD
CRD#: 11129
RESTON, VA

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: 1/8/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BF
BECHTEL FINANCING SERVICES, LLC
BECHTEL FINANCING SERVICES, INC | BECHTEL FINANCING SERVICES, LLC

CRD#: 11129 / SEC#: , 8-18283

BD
Terminated by SEC on 04/27/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/08/1999
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BECHTEL ENTERPRISES, INC.MEMBER
BLAISDELL, DAVID SCOTTPRINCIPAL2930880
HENNESSEY, KEITH BAILLEYMANAGER
MALARKEY, JOHN MURRAYCCO, PRINCIPAL2857798
MALARKEY, JOHN MURRAYPFO, POO2857798
RUBENSTEIN, ROBERT HYMANMANAGER
ZIMMERMANN, RALPH GERHARDPRINCIPAL1606302

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


BECHTEL FINANCING SERVICES, LLC

CRD#: 11129

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