Unclaimed
Anthony James Black is a financial advisor registered with World Investment Advisors, LLC. Anthony has been a registered advisor since 2005 and has experience in the financial industry since 2005. Anthony is registered in Minnesota as an Investment Advisor Representative (IAR) and Broker. Anthony offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Anthony is also a licensed insurance agent and may sell fixed and variable life insurance and annuities. Anthony is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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
CA
06/09/2015 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
MN
06/16/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (St. Paul MN)
MN
09/05/2014 - 06/05/2015
LPL FINANCIAL LLC (SAINT PAUL MN)
MN
05/02/2012 - 09/09/2014
FINANCIAL TELESIS INC (ST PAUL MN)
MN
11/21/2005 - 05/02/2012
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
IA
Issued 07/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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