Unclaimed
Anothoune Phimmasone is a financial advisor with over 23 years of experience in the industry. Anothoune is currently registered with Osaic Wealth, Inc. Anothoune has previously worked at Woodbury Financial Services, Inc., Capital One Investing, LLC, and Capital One Investment Services LLC. Anothoune is licensed to provide advisory services in 28 states and offers financial planning, pension consulting, educational seminars, and selection of other advisers. Anothoune specializes in portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
VA
01/19/2024 - Present
Osaic Wealth, Inc. (RESTON VA)
VA
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RESTON VA)
VA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
VA
09/12/2012 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
VA
05/28/2008 - 09/06/2012
M&T SECURITIES, INC. (FAIRFAX VA)
VA
10/01/2000 - 03/25/2008
WACHOVIA SECURITIES, LLC (FAIRFAX VA)
NC
03/29/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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