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AV

Ann L. Varalli Mcclelland

COMMONWEALTH AUSTRALIA SECURITIES LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 1043191
AV

Professional summary


Ann Louise Varalli Mcclelland, who also goes by Ann L V Mcclelland, Ann Varalli Mcclelland, Ann Louise Mcclelland Varalli, Ann Louise Varalli, Ann L Varalli Mcclelland, is a registered financial professional currently at COMMONWEALTH AUSTRALIA SECURITIES LLC located in New York, New York.

Ann is registered as a RR (Registered Representative) and started their career in finance in 1982. Ann has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ann L V Mcclelland | Ann Varalli Mcclelland | Ann Louise Mcclelland Varalli | Ann Louise Varalli | Ann L Varalli Mcclelland

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Ann Louise Varalli Mcclelland's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 16, 2017 - Present

COMMONWEALTH AUSTRALIA SECURITIES LLC

Office #1: 599 Lexington Ave 30th Fl, New York, NY 10022Office #2: 599 Lexington Avenue 30th Fl, New York, NY 10022
BD
CRD#: 136321
New York, NY
Past

September 29, 1999 - October 10, 2017

ANZ SECURITIES, INC.

BD
CRD#: 36654
NEW YORK, NY
Past

July 16, 1997 - August 25, 1999

AUBREY G. LANSTON & CO., INC.

BD
CRD#: 19695
NEW YORK, NY
Past

March 2, 1995 - July 8, 1997

NEW JAPAN SECURITIES INTERNATIONAL INC.

BD
CRD#: 3557
NEW YORK, NY
Past

September 1, 1988 - February 23, 1995

S.G. WARBURG & CO. INC.

BD
CRD#: 1483
NEW YORK, NY
Past

October 6, 1986 - September 1, 1988

S.G. WARBURG SECURITIES INC.

BD
CRD#: 14641
Past

June 7, 1984 - September 24, 1986

S.G. WARBURG, ROWE & PITMAN, AKROYD SECURITIES INC.

BD
CRD#: 14693
Past

March 28, 1983 - June 4, 1984

S.G. WARBURG & CO. INC.

BD
CRD#: 1483
Past

April 29, 1982 - April 7, 1983

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/16/2017)
RR
Delaware
(7/20/2018)
RR
District of Columbia
(7/20/2018)
RR
Florida
(7/20/2018)
RR
Georgia
(7/20/2018)
RR
Hawaii
(7/20/2018)
RR
Idaho
(7/20/2018)
RR
Illinois
(7/20/2018)
RR
Indiana
(12/14/2018)
RR
Iowa
(7/20/2018)
RR
Kansas
(7/20/2018)
RR
Kentucky
(7/20/2018)
RR
Louisiana
(10/25/2017)
RR
Maryland
(7/20/2018)
RR
Michigan
(7/20/2018)
RR
Minnesota
(7/20/2018)
RR
Mississippi
(7/20/2018)
RR
Missouri
(7/20/2018)
RR
Nevada
(6/4/2018)
RR
New Hampshire
(7/20/2018)
RR
New Jersey
(8/7/2018)
RR
New Mexico
(5/2/2018)
RR
New York
(10/16/2017)
RR
North Dakota
(1/11/2019)
RR
Ohio
(7/20/2018)
RR
Oklahoma
(7/20/2018)
RR
Pennsylvania
(7/20/2018)
RR
South Carolina
(7/20/2018)
RR
South Dakota
(7/20/2018)
RR
Tennessee
(7/20/2018)
RR
Texas
(8/20/2018)
RR
Vermont
(5/30/2018)
RR
Virginia
(7/20/2018)
RR
Washington
(4/27/2018)
RR
Wisconsin
(7/20/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 1/5/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CA
COMMONWEALTH AUSTRALIA SECURITIES LLC
COMMONWEALTH AUSTRALIA SECURITIES LLC | COMMSEC LLC

CRD#: 136321 / SEC#: , 8-66998

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
599 Lexington Avenue 30th Fl, New York, NY 10022
Mailing Address
599 Lexington Avenue 30th Fl, New York, NY 10022
Phone number
(212) 848-9200
Established
Delaware since 05/10/2005
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (35 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
COMMONWEALTH BANK 0F AUSTRALIASOLE MEMBER
FELDMAN, RICHARD MARKPFO2273453
LAWRENCE, LARRY OCEO4237420
POULTON, JAYSON ALANCFO & POO6738733
VARALLI MCCLELLAND, ANN LOUISEPRINCIPAL - FIXED INCOME1043191
WALSH, PAUL ROBERTCHIEF COMPLIANCE OFFICER3189041
WINTERS, JENNIFERANTI-MONEY LAUNDERING COMPLIANCE OFFICER2604316

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COMMONWEALTH AUSTRALIA SECURITIES LLC

CRD#: 136321New York, NY 10022

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