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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 Calhoun is a financial professional with over 23 years of experience in the financial services industry. Anthony has a broad range of experience, having worked with firms such as Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Charles Schwab & Co., Inc. Anthony is currently registered with Cetera Investment Advisers LLC as a Registered Representative and Investment Adviser Representative. Anthony is a Certified Financial Planner and holds the Series 63, 65, 66, 7, 9, 10, and SIE licenses. Anthony works with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Anthony provides financial planning, portfolio management, and educational seminars to clients. Anthony is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
05/18/2018 - 03/15/2022
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
10/03/2014 - 05/18/2018
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
09/23/1999 - 09/16/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 06/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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