Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Dwight Larson is a financial professional with over 30 years of experience in the industry. Anthony has a Series 7, 9, 63, and 66 license. Anthony is registered with Charles Schwab & Co., Inc. and has been with the firm since March 1996. Previously, Anthony worked at Ernst & Company, Furman Selz Financial Services, Inc., Smith Barney, Harris Upham & Co., Incorporated, Shearson Lehman Hutton Inc., Sherwood Capital, Inc., and American Network Securities Corp. Anthony's experience spans a range of firms, including large, established companies to smaller firms. Anthony specializes in financial planning, portfolio management, and the selection of other advisors. Anthony is registered in 52 states and the District of Columbia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
03/29/1996 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NY
11/17/1995 - 01/11/1996
ERNST & COMPANY (NEW YORK NY)
NY
01/21/1992 - 03/31/1995
FURMAN SELZ FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
05/08/1989 - 02/15/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
02/16/1989 - 05/22/1989
SHEARSON LEHMAN HUTTON INC.
NA
09/24/1987 - 12/03/1987
SHERWOOD CAPITAL, INC.
NA
09/24/1987 - 09/30/1987
AMERICAN NETWORK SECURITIES CORP.
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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