Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony McMahan is a financial advisor with over 25 years of experience in the industry. Anthony has a wide range of experience, having worked at firms such as Morgan Stanley, J.B. Oxford & Company, and State Street Securities. Anthony is currently registered as a Registered Representative with Wells Fargo Clearing Services, LLC and holds licenses in multiple states. Anthony specializes in investment consulting, financial planning, and portfolio management for both individuals and businesses. Anthony is dedicated to helping 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.
Investment consulting services to institutional clients
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.
1
2
AZ
11/07/2016 - Present
Wells Fargo Clearing Services, LLC (PHOENIX AZ)
NY
04/02/2007 - 12/18/2007
MORGAN STANLEY & CO., INCORPORATED (PURCHASE NY)
NY
01/11/2001 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
10/30/1997 - 01/11/2001
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NY
02/02/1997 - 07/31/1997
STATE STREET SECURITIES, INC. (GREAT NECK NY)
IA
Issued 02/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/25/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 11/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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