Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mccarthy? Claim Your ProfileMccarthy Crenshaw has been in the financial services industry since 2002. Mccarthy is currently a registered representative with Cetera Investment Advisers LLC. Mccarthy has been with Cetera Investment Advisers LLC since September 2022. Previously, Mccarthy was employed by First Allied Securities, Inc. and InterSecurities, Inc. Mccarthy is also a registered investment advisor representative. Mccarthy holds a Series 7, Series 24, Series 66, Series 99TO and SIE. Mccarthy specializes in working with high-net-worth individuals, corporations, and businesses, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Mccarthy provides financial planning, portfolio management, pension consulting, and educational seminars. Mccarthy also provides selection of other advisers and portfolio management for 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.
A percentage of the total value of assets under management is charged.
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2
FL
11/03/2022 - Present
Cetera Investment Advisers LLC (PONTE VEDRA BEACH FL)
FL
11/13/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (PONTE VEDRA BEACH FL)
FL
09/19/2006 - 10/18/2007
INTERSECURITIES, INC. (JACKSONVILLE FL)
FL
06/29/2006 - 09/06/2006
QA3 FINANCIAL CORP. (JACKSONVILLE FL)
NC
06/24/2004 - 05/19/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NE
12/07/2001 - 06/28/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 5/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/6/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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