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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Giovan Atrasz is a financial advisor with over 15 years of experience in the industry. Anthony has a broad range of experience and has worked for several firms including Fidelity Brokerage Services LLC, Ferris, Baker Watts Incorporated and Morgan Stanley DW Inc. Anthony has a strong background in investment advice and financial planning, as well as expertise in working with individuals, corporations, and trusts. Anthony is a Certified Financial Planner and a Chartered Financial Consultant, and currently holds registrations with LPL Financial LLC, a leading financial services company. Anthony is committed to providing his clients with the highest quality financial advice and personalized service.
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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MI
10/07/2024 - Present
LPL Financial LLC (LIVONIA MI)
OH
08/31/2006 - 12/12/2008
FIDELITY BROKERAGE SERVICES LLC (WOODMERE VILLAGE OH)
MI
10/28/2004 - 08/29/2006
FERRIS, BAKER WATTS INCORPORATED (PLYMOUTH MI)
NY
12/12/2001 - 11/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/01/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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