Unclaimed
Anthony Showich is a financial advisor with over 30 years of experience in the industry. Anthony has been with Wells Fargo Clearing Services, LLC since 2009 and has worked at A. G. EDWARDS & SONS, INC. and OLDE DISCOUNT CORPORATION previously. Anthony holds Series 7, Series 63, and Series 65 licenses. Anthony specializes in providing financial advice to high-net-worth individuals, corporations, and institutions. Anthony is also a 33% owner of Daleview Construction, LLC, a new home construction company.
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.
Investment consulting services to institutional clients
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.
1
2
MI
08/12/2011 - Present
Wells Fargo Clearing Services, LLC (ANN ARBOR MI)
MI
10/02/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ANN ARBOR MI)
MI
09/29/1993 - 10/08/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 08/31/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anthony Showich is the right advisor for you? Invested Better is here to help.