Unclaimed
Anthony Psomas is a financial professional with over 30 years of experience in the industry. He currently works with Jackson National Life Distributors LLC, a company he joined in 2006. Anthony has held various positions at several firms, including Wachovia Securities, LLC, First Union Brokerage Services, Inc., and Citicorp Investment Services, gaining extensive experience in the financial sector. He holds the Series 63, Series 7, and SIE licenses, demonstrating his commitment to staying current with industry regulations and best practices. Anthony is registered in New Jersey and Pennsylvania, indicating a strong focus on serving clients in these areas.
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
TN
07/19/2006 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
MO
10/01/2000 - 06/02/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/26/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
05/28/1996 - 06/19/1996
FIRST UNION BROKERAGE SERVICES, INC.
NY
04/11/1996 - 06/05/1996
SAPERSTON FINANCIAL INC. (BUFFALO NY)
GA
02/20/1996 - 04/16/1996
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NY
06/01/1992 - 02/13/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
02/22/1993 - 07/17/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NA
05/13/1992 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NJ
08/27/1990 - 04/21/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
NY
03/15/1990 - 08/22/1990
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BC
Issued 11/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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