Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony McMullen is a financial advisor at Trust Advisory Group Ltd. Anthony has been in the financial industry since 2006 and has extensive experience working with clients. Anthony's dedication to providing personalized financial advice and guidance to clients has earned him a reputation for expertise and integrity. Anthony is a registered Investment Advisor Representative in New Hampshire, and also holds Series 6, 63, and 65 licenses. Anthony specializes in financial planning, portfolio management, and pension consulting. Anthony is committed to helping his clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
06/30/2020 - Present
Trust Advisory Group Ltd. (BIRMINGHAM AL)
NH
06/29/2017 - 06/24/2020
NEXT FINANCIAL GROUP, INC. (NASHUA NH)
NH
03/03/2015 - 07/29/2016
DAVINCI CAPITAL MANAGEMENT INC. (Nashua NH)
NH
04/27/2011 - 03/05/2015
MML INVESTORS SERVICES, LLC (NASHUA NH)
NH
08/19/2009 - 01/27/2011
MML INVESTORS SERVICES, LLC (NASHUA NH)
MA
09/27/2005 - 07/27/2009
NYLIFE SECURITIES LLC (ANDOVER MA)
IA
Issued 12/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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