Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Blair has been working in the financial industry since May 1984. Anthony is currently registered with J. W. Cole Advisors, Inc. and holds Series 6, 26, 63 and 65 licenses. Anthony has worked for a number of firms including Financial Advisers of America, LLC, Girard Securities, Inc., Sentra Securities Corporation and First Investors Corporation. Anthony's current employment with J. W. Cole Advisors, Inc. began in May 2016. Anthony specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals. Anthony can be found in the Tampa office.
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.
Hourly & fixed rate consulting
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
FL
06/16/2016 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
AZ
05/29/2007 - 05/13/2013
FINANCIAL ADVISERS OF AMERICA, LLC (PHOENIX AZ)
AZ
07/02/2004 - 05/29/2007
GIRARD SECURITIES, INC. (PHOENIX AZ)
AZ
02/01/1995 - 07/12/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NJ
04/24/1984 - 01/23/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 05/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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