Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Enrique Bird is a financial advisor with over 16 years of experience in the financial industry. Anthony is currently registered with LPL Financial LLC, a broker-dealer and investment advisor, and provides financial services to individual investors, businesses, and retirement plans. Anthony has held previous positions with MML Investors Services, LLC, LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Anthony is registered to provide investment advice in the states of Louisiana, Texas, and Florida.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/03/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
LA
01/07/2015 - 06/04/2021
MML INVESTORS SERVICES, LLC (METAIRIE LA)
LA
12/04/2012 - 12/22/2014
LPL FINANCIAL LLC (METAIRIE LA)
LA
08/15/2008 - 12/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
NY
02/21/2006 - 09/04/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
04/11/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 06/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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