Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Coleman is an investment advisor representative with Assuredpartners Investment Advisors. Anthony has been in the industry since 2016 and has held positions at Citizens Securities, Inc. and Wells Fargo Bank. Anthony has Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Anthony is registered in North Carolina and Pennsylvania, and is active in both states as an Investment Advisor Representative.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
PA
04/13/2022 - Present
Assuredpartners Investment Advisors (Lancaster PA)
PA
09/14/2016 - 03/22/2021
CITIZENS SECURITIES, INC. (YORK PA)
IA
Issued 11/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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