Unclaimed
Anthony Hurt is a financial advisor with over 23 years of experience in the industry. Anthony currently works at Osaic Wealth, Inc., where he provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Anthony holds Series 6, 62, 63, and 65 securities licenses, as well as the SIE exam. Anthony has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension 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.
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.
1
2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (LEESBURG VA)
FL
02/08/2019 - 06/14/2024
SECURITIES AMERICA, INC. (ROCKLEDGE FL)
FL
12/01/2006 - 02/08/2019
QUESTAR CAPITAL CORPORATION (ROCKLEDGE FL)
FL
01/09/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (ROCKLEDGE FL)
MA
10/30/2000 - 01/12/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/30/2000 - 01/12/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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