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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 Jacob Louviere is a financial advisor currently registered with Morgan Stanley. Anthony has been in the industry for nearly 20 years, having worked previously with Wells Fargo Advisors, LLC and E*TRADE Securities LLC. Anthony holds a variety of licenses and certifications, including the Series 7, 3, 63, 65, 24, 10, and 9. Anthony is registered in 56 states and jurisdictions, including New York, Texas, and Utah. Anthony specializes in providing investment advice to individuals, corporations, 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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
UT
08/28/2019 - Present
Morgan Stanley (SOUTH JORDAN UT)
UT
06/05/2012 - 04/23/2019
MORGAN STANLEY (SOUTH JORDAN UT)
UT
01/03/2011 - 05/25/2012
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
09/29/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
NJ
01/30/2003 - 09/28/2004
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 02/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/09/2014
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 05/13/2013
Series 4 - Registered Options Principal Examination
BC
Issued 08/12/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 3 - National Commodity Futures Examination
BC
Issued 01/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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