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Melanie M. Beckman

PERIGEE SECURITIES LP
SARASOTA, FL 34236
Some features on this profile are disabled
CRD#: 6946990
MB

Professional summary

Melanie Marie Beckman, who also goes by Melanie Beckman, Melanie Marie Frontczak, is a registered financial professional currently at PERIGEE SECURITIES LP located in Sarasota, Florida.

Melanie is registered as a RR (Registered Representative) and started their career in finance in 2018. Melanie has 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

Melanie Beckman | Melanie Marie Frontczak

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 Melanie Marie Beckman'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

July 10, 2018 - Present

PERIGEE SECURITIES LP

Office #1: 1990 Main Street Ph 11, Sarasota, FL 34236
BD
CRD#: 123210
SARASOTA, 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
Connecticut
(12/14/2020)
RR
Illinois
(12/14/2020)
RR
Indiana
(6/9/2023)
RR
Massachusetts
(12/14/2020)
RR
Missouri
(9/26/2018)
RR
Nebraska
(9/26/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 9/26/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/26/2018
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PERIGEE SECURITIES LP
PERIGEE SECURITIES LP

CRD#: 123210 / SEC#: , 8-65574

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

Main Address
1990 Main Street Ph 11, Sarasota, FL 34236
Mailing Address
1990 Main Street Ph 11, Sarasota, FL 34236
Phone number
(941) 955-0929
Established
Delaware since 06/28/2002
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (33 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STROBEL INVESTMENTS LPLIMITED PARTNER
PERIGEE GROUP LLCGENERAL PARTNER
STROBEL, GEORGE LEWIS IIDESIGNATED PRINCIPAL/FINOP/CCO2654327

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

PERIGEE SECURITIES LP

CRD#: 123210Sarasota, FL 34236

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