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Melvin Lubelski

Sgl Financial, LLC

Buffalo Grove, IL

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Current Employers
Sgl Financial, Llc

1130 W Lake Cook Road Suite 150, Buffalo Grove, IL 60089 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-06-13
  • IL RA
    APPROVED
    Since 2022-06-13

Branch Locations

1130 W Lake Cook Road Suite 150, Buffalo Grove, IL 60089 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Financial Northbrook IL 07/2001 08/2019
Cetera Investment Services Llc St Cloud MN 03/2011 01/2019
Cetera Investment Advisers Llc Shermer IL 01/2014 01/2019
Fifth Third Bank Palatine IL 09/2019 09/2021
Fifth Third Securities Palatine IL 09/2019 09/2021
Unemployed Mt. Prospece IL 10/2021 05/2022
Sgl Financial, Llc Buffalo Grove IL 05/2022 Present
  • 07/2001 → 08/2019
    Bank Financial
    Northbrook, IL
  • 03/2011 → 01/2019
    Cetera Investment Services Llc
    St Cloud, MN
  • 01/2014 → 01/2019
    Cetera Investment Advisers Llc
    Shermer, IL
  • 09/2019 → 09/2021
    Fifth Third Bank
    Palatine, IL
  • 09/2019 → 09/2021
    Fifth Third Securities
    Palatine, IL
  • 10/2021 → 05/2022
    Unemployed
    Mt. Prospece, IL
  • 05/2022 → Present
    Sgl Financial, Llc
    Buffalo Grove, IL
Previous Registrations
  • 2019-09-05 → 2021-09-07
    Fifth Third Securities, Inc.
    Palatine, IL
    Palatine, IL
    Rosemont, IL
    Buffalo Grove, IL
    Wheeling, IL
  • 2014-01-21 → 2019-03-20
    Cetera Investment Advisers Llc
    Northbrook, IL
    Lincolnwood, IL
  • 2013-12-06 → 2014-01-21
    Cetera Investment Services Llc
    Downers Grove, IL
    Lincolnshire, IL
    Schaumburg, IL
    Deerfield, IL
    Northbrook, IL
    Lincolnwood, IL
    Lincolnshire, IL
Other Businesses

Mr. Lubelski is a licensed insurance agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-03
S63 Uniform Securities Agent State Law Examination 2011-07-07
  • S65 Uniform Investment Adviser Law Examination
    2013-12-03
  • S63 Uniform Securities Agent State Law Examination
    2011-07-07

View on SEC IAPD

Other Firms

HIGHTOWER ADVISORS, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
JOURNEY FINANCIAL GROUP, INC.
PHASE III ADVISORY SERVICES, LTD
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

STEVEN RICHARD LEWIT
Kaleb Gandy
DYLAN JACOB COWEN
GABRIEL DAVID LEWIT
ROGER JAY COWEN
STEVEN JAMES THOMAS
Robert Joel Eisenberg
ANDRES GOMEZ TERRONEZ

Other Offices

SGL FINANCIAL, LLC · Buffalo Grove, IL
HIGHTOWER ADVISORS, LLC · BUFFALO GROVE, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · Buffalo Grove, IL
JOURNEY FINANCIAL GROUP, INC. · BUFFALO GROVE, IL
PHASE III ADVISORY SERVICES, LTD · BUFFALO GROVE, IL
JOURNEY FINANCIAL GROUP, INC. · BUFFALO GROVE, IL
JOURNEY FINANCIAL GROUP, INC. · BUFFALO GROVE, IL
PNC WEALTH MANAGEMENT LLC · BUFFALO GROVE, IL

More in Buffalo Grove, IL

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