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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 Favela is a financial advisor registered with Creative Planning. Anthony has been in the industry for over 16 years and is currently licensed in Texas. Anthony has experience with various financial products and services, including financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Anthony also has experience working with clients in the charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth categories.
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
KS
01/23/2013 - Present
Creative Planning (OVERLAND PARK KS)
CO
04/11/2011 - 01/09/2013
E*TRADE SECURITIES LLC (DENVER CO)
CO
11/24/2009 - 03/22/2011
CHASE INVESTMENT SERVICES CORP. (NORTHGLENN CO)
CO
06/01/2009 - 12/07/2009
MORGAN STANLEY SMITH BARNEY (DENVER CO)
CO
03/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
CO
09/20/2006 - 03/07/2007
WADDELL & REED, INC. (DENVER CO)
BOTH
Issued 09/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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