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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 Tevis is an investment advisor representative with Fidelity Personal and Workplace Advisors. Anthony has been in the financial industry since 2009. Anthony has earned the Series 66, SIE, and Series 7 licenses. Anthony has experience with working with individuals, high-net-worth individuals, corporations, and charitable organizations. Fidelity Personal and Workplace Advisors is a registered investment advisor with over $818 billion in assets under management. The firm has a strong track record of providing investment advice and financial planning services to clients.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TN
06/07/2012 - 09/06/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (JOHNSON CITY TN)
TN
04/07/2009 - 06/08/2012
WELLS FARGO ADVISORS, LLC (JOHNSON CITY TN)
BOTH
Issued 04/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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