Unclaimed
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.
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.
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.
1
2
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
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
Active
Inactive
F
FINRA
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