Unclaimed
Quincy McKean is a registered investment advisor representative with Buckman Advisory Group LLC in LITTLE SILVER, NJ. Quincy has been in the financial services industry since 1988 and is also registered as an investment advisor representative in California, Delaware, Florida, Michigan, New Jersey, New York, Texas and Washington. Quincy also holds several licenses including Series 7, Series 52, Series 63, Series 65 and SIE. In addition to his role with Buckman Advisory Group LLC, Quincy is also the Executive Director of the Mary Borden Foundation. Quincy has been with Buckman Advisory Group LLC since 2005 and previously worked with MERCER, BOKERT, BUCKMAN & REID, INC., KIDDER, PEABODY & CO. INCORPORATED and FIRST FIDELITY BROKERS, INC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
04/12/2005 - Present
Buckman Advisory Group LLC (LITTLE SILVER NJ)
NA
06/13/1994 - 07/05/1994
MERCER, BOKERT, BUCKMAN & REID, INC.
NY
03/19/1990 - 06/21/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NJ
09/27/1988 - 03/22/1990
FIRST FIDELITY BROKERS, INC. (NEWARK NJ)
IA
Issued 01/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1988
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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