Anthony P. Psomas
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Anthony Peter Psomas, CFP® was a registered financial professional .
Anthony is a previously registered financial professional and started their career in finance in 1990. Anthony had worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 19, 2006 - October 17, 2024
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
October 1, 2000 - June 2, 2006
WELLS FARGO CLEARING SERVICES, LLC
June 26, 1996 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
May 28, 1996 - June 19, 1996
FIRST UNION BROKERAGE SERVICES, INC.
April 11, 1996 - June 5, 1996
SAPERSTON FINANCIAL INC.
February 20, 1996 - April 16, 1996
KEOGLER, MORGAN & COMPANY, INC.
February 22, 1993 - July 17, 1995
FINANCIAL HORIZONS SECURITIES CORPORATION
June 1, 1992 - February 13, 1996
CITICORP INVESTMENT SERVICES
May 13, 1992 - June 1, 1992
CITICORP FINANCIAL SERVICES,INC.
August 27, 1990 - April 21, 1992
FORESTERS FINANCIAL SERVICES, INC.
March 15, 1990 - August 22, 1990
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
CRD#: 40178 / SEC#: , 8-48984
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JACKSON NATIONAL LIFE INSURANCE COMPANY | OWNER | |
| ASHIOTOU, MARINA | DIRECTOR | 8157690 |
| BINIORIS, SAVVAS PANAGIOTIS | DIRECTOR | 6314984 |
| CHILDS, GARETT JAMES | DIRECTOR | 6288054 |
| CRANMORE, HILARY RAE | DIRECTOR | 4880665 |
| GOLSON, ASHLEY SUZETTE | SVP, NATIONAL SALES DESK | 5461231 |
| KAISER, HEIDI LYNN | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | 3001204 |
| LOWRY, KRISTINE MARIE | VICE PRESIDENT, FINOP AND CONTROLLER | 4168279 |
| LUEBBERS, KEVIN JAMES | SENIOR VICE PRESIDENT, NATIONAL SALES MANAGER | 4399095 |
| LUPTON, RYAN DAVID | CHIEF COMPLIANCE OFFICER | 4822827 |
| MASUCCI, GREGORY R | SVP, STRATEGIC RELATIONSHIPS | 2659967 |
| REED, ALISON RUSS | INTERIM HEAD OF DISTRIBUTION | 3241221 |
Disclosures
| Arbitration | 2 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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