Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Anzer is a financial advisor with Cetera Investment Advisers LLC. Anthony has over 30 years of experience in the financial services industry. Anthony is a registered investment advisor in Ohio. Anthony holds the Series 63, Series 65 and Series 7 securities licenses and is also a registered representative with Cetera Investment Advisers LLC. Anthony has a diverse background in financial services, including experience with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Cetera Advisor Networks LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anthony's areas of expertise include financial planning, portfolio management, insurance, and investment advisory services.
MASON, OH
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
06/29/2023 - Present
Cetera Investment Advisers LLC (MASON OH)
OH
11/29/2007 - 05/24/2021
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
OH
03/13/1996 - 12/03/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
NY
07/31/1993 - 02/20/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
08/10/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 9/1/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/7/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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