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Otto McKay

Stonex Securities Inc.

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About Otto McKay

Otto McKay is a registered representative with Stonex Securities Inc. in Jackson, Mississippi. Otto has over 30 years of experience in the financial services industry. Otto is licensed to sell securities in Mississippi and Missouri. Otto holds the Series 7, Series 31, Series 63, and SIE licenses. Otto has previously worked for several other firms, including LIFEMARK SECURITIES CORP., MML INVESTORS SERVICES, INC., NEW ENGLAND SECURITIES, FIRST UNION SECURITIES, INC., PAINEWEBBER INCORPORATED, J.C. BRADFORD & CO., SUNBURST FINANCIAL GROUP, INC., DEAN WITTER REYNOLDS INC., and BUCHANAN & CO., INC.

Firm Information

Otto McKay is currently registered with Stonex Securities Inc.. Stonex Securities Inc. is a corporation that was formed on January 22, 2002, and is approved to operate in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Otto McKay’s Registration & Firm History

MS

08/04/2011 - Present

Stonex Securities Inc. (JACKSON MS)

MS

01/16/2007 - 08/23/2011

LIFEMARK SECURITIES CORP. (JACKSON MS)

MS

03/04/2004 - 01/22/2007

MML INVESTORS SERVICES, INC. (JACKSON MS)

NY

04/05/2002 - 02/06/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

MO

09/22/2000 - 04/05/2002

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NJ

08/14/2000 - 11/14/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

03/03/1995 - 08/14/2000

J.C. BRADFORD & CO. (NEW YORK NY)

NA

04/23/1991 - 03/16/1995

SUNBURST FINANCIAL GROUP, INC.

NY

02/16/1988 - 02/22/1991

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

07/21/1987 - 02/17/1988

BUCHANAN & CO., INC.

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Licenses & Designations

IA

Issued 12/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 07/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Otto McKay. Review regulatory record here.
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