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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Armel Davidson is a financial advisor currently affiliated with Osaic Wealth, Inc. Anthony has been in the financial services industry since 1997 and has a broad range of experience, including working with individual investors, businesses, and charitable organizations. Anthony holds Series 6, 7, 24, 63, and 65 licenses. Anthony has a deep understanding of financial planning, investment management, and tax planning, making him a valuable resource for his clients. Anthony is committed to helping his clients achieve their financial goals and providing them with the guidance they need to make informed decisions about their money.
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
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
KY
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (LEXINGTON KY)
KY
03/20/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (LEXINGTON KY)
OH
03/30/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
TX
10/24/1997 - 03/21/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 12/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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