Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony McElynn has been in the financial industry since 1994. Anthony is a registered representative with Summit Financial, LLC. Anthony has also worked at PRUCO SECURITIES, LLC., E*TRADE SECURITIES LLC, and TD WATERHOUSE INVESTOR SERVICES, INC. Anthony has a Series 63, Series 66, Series 7, Series 8, Series 9, Series 10, Series 24, and SIE license. Anthony specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
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
NJ
05/23/2024 - Present
Summit Financial, LLC (PARSIPPANY NJ)
NJ
05/24/2017 - 06/17/2024
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
03/29/2005 - 04/24/2017
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NE
12/07/1993 - 03/28/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 06/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 02/03/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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