Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Harris is a financial advisor with PT Asset Management, LLC. Anthony has over 18 years of experience in the financial services industry. Anthony is a registered representative with FINRA and a registered investment advisor with the state of Illinois. Anthony specializes in portfolio management for businesses, individuals, and investment companies. Anthony is also a hockey referee for youth hockey.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/16/2011 - Present
PT Asset Management, LLC (CHICAGO IL)
IL
02/06/2009 - 05/21/2009
HOULIHAN SMITH & COMPANY, INC. (CHICAGO IL)
IL
11/01/2003 - 02/15/2007
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
IL
04/10/2003 - 11/01/2003
HARRIS NESBITT CORP. (CHICAGO IL)
IA
Issued 09/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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