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 at Cetera Investment Advisers LLC, specializing in providing financial advice for a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. Anthony has over 30 years of experience in the financial industry, and he is registered with the state of Ohio to provide investment advice. Anthony has also held previous roles with Wells Fargo Clearing Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., and Lehman Brothers Inc. In addition to his work with Cetera Investment Advisers LLC, Anthony also runs his own financial services firm, Anzer Wealth Planning & Financial Counsel. Anthony's experience and expertise make him a valuable resource for clients looking for guidance on their financial planning needs.
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.
1
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 09/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Anzer is the right advisor for you? Invested Better is here to help.
