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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 Jones is a financial advisor with Cetera Investment Advisers LLC. Anthony has been in the financial services industry since 2006. Anthony has a Series 6, 7, 63, and 66 licenses and is registered with the state of Florida. Anthony specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and high-net-worth clients. Anthony also works as a tax preparer for Taxes by Tony, LLC.
ORLANDO, FL
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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2
FL
06/24/2016 - Present
Cetera Investment Advisers LLC (ORLANDO FL)
FL
09/13/2007 - 01/14/2016
CETERA FINANCIAL SPECIALISTS LLC (LONGWOOD FL)
FL
12/09/2006 - 09/14/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HEATHROW FL)
FL
04/25/2006 - 11/07/2006
WACHOVIA SECURITIES, LLC (ORLANDO FL)
BOTH
Issued 3/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/31/2007
Series 7 - General Securities Representative Examination
BC
Issued 4/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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