Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calli? Claim Your ProfileCalli Danielle McBee is a financial professional with over 14 years of experience in the industry. Calli Danielle McBee is currently registered with First Command Brokerage Services, Inc. in Texas. Calli Danielle McBee has also worked with TD Ameritrade, Inc., TD Ameritrade Clearing, Inc., Wells Fargo Advisors, LLC and MINT GLOBAL MARKETS, INC.. Calli Danielle McBee holds Series 7, Series 24, Series 52TO, Series 53 and Series 63 licenses.
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.
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2
TX
03/31/2022 - Present
First Command Brokerage Services, Inc. (FORT WORTH TX)
NY
03/28/2016 - 03/18/2022
MINT GLOBAL MARKETS, INC. (KATONAH NY)
CT
07/28/2015 - 03/15/2016
WELLS FARGO ADVISORS, LLC (DANBURY CT)
TX
03/24/2008 - 06/04/2014
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
01/20/2012 - 12/31/2013
TD AMERITRADE, INC. (FORT WORTH TX)
BC
Issued 03/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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