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Rafael Melendez

Allstate Financial Services, LLC

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About Rafael Melendez

Rafael Melendez is a registered representative with Allstate Financial Services, LLC. Rafael has been in the securities industry since August 23, 1984. Rafael has a Series 7, Series 63 and SIE license. Rafael holds licenses in Arizona, California, and Texas. Rafael was previously registered with Foothill Securities, Inc., Christopher Weil & Company, Inc, Yates, Downer, Dyer & Kirkpatrick, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Rafael Melendez is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Rafael Melendez’s Registration & Firm History

CA

11/06/2017 - Present

Allstate Financial Services, LLC (Salinas CA)

CA

11/01/1988 - 12/31/2016

FOOTHILL SECURITIES, INC. (SALINAS CA)

CA

05/02/1988 - 11/01/1988

CHRISTOPHER WEIL & COMPANY, INC (GLENDALE CA)

CA

10/20/1983 - 06/03/1988

YATES, DOWNER, DYER & KIRKPATRICK, INC. (MONTEREY CA)

NA

10/20/1983 - 07/06/1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BC

Issued 07/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Rafael Melendez. Review regulatory record here.
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