Unclaimed
Anthony Saab is an investment advisor representative at Sunbelt Securities, Inc. Anthony has been in the industry since 1969 and has experience working with individual clients, corporations, and pension plans. Anthony holds the Series 7, 63, 65, and 99TO securities licenses and has been registered with the state of Texas since 2022. Anthony is committed to providing his clients with personalized financial planning and portfolio management services. He believes in building long-term relationships with his clients and providing them with the knowledge and resources they need to make informed financial decisions. Anthony also holds the SIE and PC exams.
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.
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
TX
09/11/2022 - Present
Sunbelt Securities, Inc. (HOUSTON TX)
TX
06/09/2005 - 11/01/2022
THE FIG GROUP, LLC (DALLAS TX)
TX
02/20/1997 - 12/07/2005
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
IL
04/11/1996 - 12/20/1996
ADM SECURITIES, INC. (CHICAGO IL)
TX
06/02/1995 - 02/28/1996
MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)
CT
12/23/1994 - 05/12/1995
WOOD LOGAN ASSOCIATES, INC. (STAMFORD CT)
NJ
01/01/1991 - 07/06/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/24/1990 - 01/01/1991
ROTAN MOSLE INC.
NJ
06/23/1989 - 09/28/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/15/1988 - 07/10/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
12/03/1969 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
09/16/1977 - 05/24/1978
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
07/13/1972 - 02/27/1976
BACHE & CO., INCORPORATED
NA
05/04/1971 - 04/21/1972
GATES CARTER LEVI INC.
NA
09/19/1969 - 01/17/1971
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INCORPORATED
IA
Issued 03/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 12/03/1969
Series 000 - General Securities Principal Examination
BC
Issued 09/13/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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