Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Valente is a financial advisor with over 17 years of experience in the industry. Anthony has worked at Robert W. Baird & Co. Inc. since June 2016, and previously held positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Anthony is licensed to provide investment advice in multiple states, including Texas, Maryland, and Florida. Anthony holds several licenses and certifications, including Series 6, 7, 26, 63, and 65, and is qualified to provide a range of financial services to individual and institutional clients.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TX
06/20/2016 - Present
Robert W. Baird & Co. Inc. (Dallas TX)
TX
01/03/2012 - 06/02/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
05/21/2008 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
01/01/2008 - 05/06/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
12/01/2005 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
IA
Issued 06/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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