Unclaimed
Tony Logan is a financial professional with over two years of experience in the financial industry. Tony is currently registered with Casey Securities LLC. Tony's previous experience includes roles at RFA Securities LLC and Vanguard Marketing Corporation. Tony holds FINRA Series 3, 7TO, and 66 licenses. Tony also holds the SIE license. Tony is a resident of Greenbrae, CA.
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
CA
06/13/2024 - Present
Casey Securities LLC (GREENBRAE CA)
PA
11/15/2023 - 07/01/2024
RFA SECURITIES LLC (PHILADELPHIA PA)
PA
06/08/2022 - 11/17/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 07/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2021
Series 3 - National Commodity Futures Examination
BC
Issued 03/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
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