Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Inweh is a financial advisor at Fidelity Personal and Workplace Advisors. Anthony has been in the industry since February 12, 2004. Anthony has a broad range of experience and holds a variety of licenses, including Series 7, Series 9, Series 10, Series 24, Series 63, and Series 66. Anthony is also a Certified Financial Planner. Anthony has worked with Morgan Stanley, E*TRADE Securities LLC, TD Ameritrade, Inc., Fahnestock & Co. Inc., and Prime Charter Ltd. in the past. Anthony specializes in providing financial planning, educational seminars, and portfolio management services to individuals, businesses, and high-net-worth individuals.
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.
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
GA
12/19/2023 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
GA
01/03/2023 - 11/01/2023
MORGAN STANLEY (Atlanta GA)
GA
10/06/2006 - 09/05/2023
E*TRADE SECURITIES LLC (Atlanta GA)
NJ
02/15/2005 - 05/09/2006
TD AMERITRADE, INC. (JERSEY CITY NJ)
NY
01/02/2002 - 03/05/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
08/24/2001 - 01/02/2002
PRIME CHARTER LTD. (NEW YORK NY)
BOTH
Issued 04/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Anthony Inweh is the right advisor for you? Invested Better is here to help.
