Unclaimed
Anthony Gedwill is a financial advisor with over 8 years of experience in the financial services industry. Anthony is currently registered with Silver Oak Securities, Inc. and has previously worked with firms such as HALO SECURITIES, LLC, ALPS DISTRIBUTORS, INC., and NUVEEN SECURITIES, LLC. Anthony holds the Series 63, 65, 7, and SIE licenses. Anthony offers a range of financial services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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
TN
09/09/2024 - Present
Silver OAK Securities, Inc. (JACKSON TN)
IL
12/08/2022 - 05/22/2023
HALO SECURITIES, LLC (Chicago IL)
CO
09/22/2021 - 10/10/2022
ALPS DISTRIBUTORS, INC. (DENVER CO)
IL
09/13/2019 - 09/13/2021
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
04/23/2018 - 05/30/2019
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
07/17/2014 - 04/18/2018
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
IL
12/11/2013 - 06/16/2014
NATIONAL SECURITIES CORPORATION (LOMBARD IL)
IA
Issued 05/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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