Unclaimed
Anthony Essian is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Anthony is a licensed professional with 30 years of experience in the financial services industry. Anthony holds Series 7, 63, 66 and 24 licenses. Anthony has a strong background in financial planning and investment management, and is committed to providing clients with personalized and comprehensive financial advice. Anthony's focus is on helping clients reach their financial goals. Anthony is registered to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Michigan, Mississippi, New Mexico, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
01/18/2019 - Present
Raymond James Financial Services Advisors, Inc. (MARYSVILLE MI)
MI
09/17/1993 - 07/12/2006
EDWARD JONES (MARYSVILLE MI)
BOTH
Issued 07/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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