Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Cola is a financial advisor with Wells Fargo Clearing Services, LLC. He has been in the financial services industry since 2016, working at AMERIPRISE FINANCIAL SERVICES, INC. and AMERICAN ENTERPRISE INVESTMENT SERVICES INC. before joining Wells Fargo Clearing Services. Anthony holds the Series 66, SIE, and Series 7 licenses. He is registered to provide securities advice in Missouri. Anthony specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
08/12/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MN
08/24/2017 - 02/04/2020
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
03/11/2016 - 08/24/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
BOTH
Issued 04/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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