Unclaimed
Anthony T. McCartney is an investment professional with over 20 years of experience in the financial services industry. Anthony currently holds a Series 7, Series 63, and Series 66 securities license. Anthony is registered with Citizens JMP Securities, LLC. Anthony has previously worked at Citizens Capital Markets, CCO Investment Services Corp., and Dreyfus Investment Services Company, LLC.
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
PA
08/01/2023 - Present
Citizens JMP Securities, LLC (Philadelphia PA)
MA
03/10/2023 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
RI
05/08/2002 - 08/19/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
PA
06/12/2001 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
BC
Issued 06/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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