Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Shinault is an investment advisor representative for Avantax Advisory Services. Anthony has been in the financial services industry since April 2019. Anthony has earned the Series 7, Series 66 and SIE licenses. Anthony is also a Certified Financial Planner. Anthony holds a state license in Texas and Virginia and is registered with FINRA. Anthony specializes in retirement planning, investment management, tax planning, estate planning and insurance planning. In addition to Anthony's role with Avantax Advisory Services, Anthony is also a tax preparer for Morgan Financial Group LLC, a research content provider for Jagerbombs Fantasy Sports and an advisor for Indexed Annuities.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
05/31/2023 - Present
Avantax Advisory Services (Galax VA)
VA
04/29/2019 - 06/05/2023
GENEOS WEALTH MANAGEMENT, INC. (RADFORD VA)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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