Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Logan McCrimlisk is an investment professional with over 40 years of experience in the financial services industry. Anthony is currently a registered representative of UBS Financial Services Inc. Anthony has held previous registrations with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and The Dreyfus Service Corporation. Anthony is registered in multiple states and holds a Series 3, 6, 7, 63, 65, and SIE license. Anthony specializes in providing investment advice and financial planning services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
04/20/2010 - Present
UBS Financial Services Inc. (PARAMUS NJ)
NY
04/02/2007 - 12/15/2008
MORGAN STANLEY & CO. INCORPORATED (PEARL RIVER NY)
NY
11/21/1984 - 04/02/2007
MORGAN STANLEY DW INC. (PEARL RIVER NY)
NA
10/30/1981 - 08/29/1984
THE DREYFUS SERVICE CORPORATION
IA
Issued 01/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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