Jeremy A. Mccarty
Professional summary
Jeremy Aaron Mccarty, who also goes by Jeremy Mccarty, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.
Jeremy is registered as a RR (Registered Representative) and started their career in finance in 2016. Jeremy has worked at 3 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeremy Aaron Mccarty's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 25, 2023 - Present
ALTRUIST FINANCIAL LLC
Office #1: 300 South Pearl Street Suite 250, Dallas, TX 75201April 3, 2020 - October 18, 2023
CHARLES SCHWAB & CO., INC.
September 2, 2016 - February 25, 2020
TD AMERITRADE, 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
(10/25/2023)
(10/25/2023)
Exams
FINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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Company Information
ALTRUIST FINANCIAL LLC
CRD#: 299274Dallas, TX 75201TRUST BUT VERIFY
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