Unclaimed
Anthony Nealeigh is an investment advisor representative associated with Edward Jones. Anthony Nealeigh is licensed to offer securities and investment advisory services in 53 states. Anthony Nealeigh has a total of 10 years of experience in the financial services industry. Anthony Nealeigh has been with Edward Jones for 8 months, and previously worked at Raymond James Financial Services, Inc., Valic Financial Advisors, Inc., Morgan Stanley, Wells Fargo Clearing Services, LLC, Vanguard Marketing Corporation, Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Northwestern Mutual Investment Services, LLC, and Morgan Stanley Smith Barney.
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.
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.
See schedule d - miscellaneous
1
2
AZ
08/24/2024 - Present
Edward Jones (TEMPE AZ)
AZ
01/05/2023 - 04/16/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (MESA AZ)
TX
01/27/2022 - 04/06/2022
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
AZ
04/05/2019 - 03/19/2020
MORGAN STANLEY (GILBERT AZ)
AZ
06/29/2018 - 10/11/2018
WELLS FARGO CLEARING SERVICES, LLC (GILBERT AZ)
AZ
10/05/2015 - 02/07/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
10/16/2014 - 04/17/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
CA
07/29/2013 - 06/02/2014
FIDELITY BROKERAGE SERVICES LLC (LOS GATOS CA)
CA
08/08/2012 - 07/10/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENLO PARK CA)
CA
07/04/2011 - 01/19/2012
MORGAN STANLEY SMITH BARNEY (CUPERTINO CA)
BOTH
Issued 05/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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