Unclaimed
Mckellar H Ciurlizza is a financial advisor based in LEXINGTON, KY. Mckellar has been in the financial industry since 2008 and is currently registered with The O.n. Equity Sales Co. Mckellar has experience working with a variety of financial firms including Securities America, Inc., FSC Securities Corporation, MetLife Securities Inc., and AXA Advisors, LLC. Mckellar holds the Series 66, Series 7, and SIE 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.
1
2
KY
06/20/2019 - Present
THE O.n. Equity Sales Co. (LEXINGTON KY)
KY
12/12/2018 - 05/20/2019
SECURITIES AMERICA, INC. (FRANKFORT KY)
KY
03/19/2014 - 12/20/2018
FSC SECURITIES CORPORATION (FRANKFORT KY)
KY
04/21/2009 - 02/19/2013
METLIFE SECURITIES INC. (LEXINGTON KY)
NY
09/20/2006 - 09/12/2008
AXA ADVISORS, LLC (ROCHESTER NY)
BOTH
Issued 08/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mckellar Ciurlizza is the right advisor for you? Invested Better is here to help.