Unclaimed
Anthony Christian Gillaizeau is a Registered Representative affiliated with Strategic Wealth Partners, Ltd. Anthony has been in the financial services industry since September 2018. Anthony has passed the Uniform Combined State Law Examination and the Uniform Investment Adviser Law Examination. Anthony specializes in providing financial planning and portfolio management services for individuals. Anthony and the firm, Strategic Wealth Partners, Ltd. provide financial planning, educational seminars, and publication of periodicals. Anthony and the firm primarily serve individuals, including high-net-worth individuals, as well as charitable organizations and pension and profit sharing plans. Anthony works out of the firm's Newton, Massachusetts office.
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.
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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OH
10/29/2024 - Present
Strategic Wealth Partners, Ltd. (INDEPENDENCE OH)
Active
Inactive
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