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DS

Deborah A. Salerno

FINALIS SECURITIES LLC
SAN JUAN CAPISTRANO, CA
Some features on this profile are disabled
CRD#: 708847
DS

Professional summary


Deborah Ann Salerno, who also goes by Deborah Ann Memolo, is a registered financial professional currently at FINALIS SECURITIES LLC located in San Juan Capistrano, California.

Deborah is registered as a RR (Registered Representative) and started their career in finance in 1980. Deborah has worked at 17 firms and has passed the Series 63, Series 79TO, Series 7TO, SIE, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Deborah Ann Memolo

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 Deborah Ann Salerno'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

October 2, 2023 - Present

FINALIS SECURITIES LLC

BD
CRD#: 305908
SAN JUAN CAPISTRANO, CA
Past

September 8, 2020 - May 13, 2021

CAPELLA SECURITIES LLC

BD
CRD#: 174167
SANTA BARBARA, CA
Past

June 2, 2018 - August 26, 2020

UNIVEST SECURITIES, LLC

BD
CRD#: 36105
NEW YORK, NY
Past

September 28, 2017 - June 1, 2018

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
RICHMOND, VA
Past

June 16, 2016 - October 4, 2016

KOTA GLOBAL SECURITIES INC.

BD
CRD#: 28137
NEW YORK, NY
Past

October 29, 2015 - May 2, 2017

TERRANOVA CAPITAL EQUITIES, INC

BD
CRD#: 45097
NEW YORK, NY
Past

August 11, 2015 - October 30, 2015

COVA CAPITAL PARTNERS LLC

BD
CRD#: 109761
SYOSSET, NY
Past

July 18, 2011 - July 10, 2013

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

February 2, 2010 - April 13, 2011

GLOBAL ARENA CAPITAL CORP

BD
CRD#: 16871
NEW YORK, NY
Past

October 18, 1988 - December 15, 1988

ALISON, BAER SECURITIES INC.

BD
CRD#: 11808
Past

August 1, 1988 - October 3, 1988

JONATHAN ALAN & CO., INC.

BD
CRD#: 15914
Past

February 12, 1988 - March 29, 1988

WELLSHIRE SECURITIES, INC.

BD
CRD#: 17939
Past

August 3, 1987 - April 6, 1988

MAGNA SECURITIES, INC.

BD
CRD#: 19257
Past

November 10, 1986 - February 25, 1987

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

February 25, 1986 - January 28, 1987

HAYNE, MILLER FINANCIAL, INC.

BD
CRD#: 13849
Past

August 16, 1985 - July 8, 1987

YVES HENTIC & COMPANY INCORPORATED

BD
CRD#: 13192
Past

May 23, 1980 - September 4, 1985

MARKETFIELD SECURITIES LIMITED

BD
CRD#: 7682

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
Delaware
(7/14/2025)
RR
Massachusetts
(7/14/2025)
RR
Minnesota
(10/9/2023)
RR
Texas
(7/11/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/6/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/9/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FS
FINALIS SECURITIES LLC
DEALSYTE SECURITIES LLC | FINALIS SECURITIES LLC

CRD#: 305908 / SEC#: , 8-70425

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


Main Address
228 Park Ave South Suite 85550, New York, NY 10003
Mailing Address
228 Park Ave South Suite 85550, New York, NY 10003
Phone number
(800) 962-0418
Established
Delaware since 09/10/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 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#
FINALIS, INC.HOLDING COMPANY
AZARY, DENNIS MICHAELCEO/CCO/FINOP2384263

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


FINALIS SECURITIES LLC

CRD#: 305908San Juan Capistrano, CA

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