Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lauzon is a financial advisor with over 30 years of experience in the industry. Anthony is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous positions with Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Financial Network Investment Corporation, Banc One Securities Corporation, Conseco Financial Services, Inc., First Chicago NBD Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Olde Discount Corporation. Anthony holds several licenses and certifications, including Series 6, 7, 8, 9, 10, 31, 63, 65, and 66. Anthony offers a wide range of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
01/17/2018 - Present
Stifel, Nicolaus & Company, Inc. (FLINT MI)
MI
10/05/2009 - 01/19/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Grand Blanc MI)
MI
05/07/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (FLINT MI)
CA
08/01/2000 - 05/28/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IL
04/06/2000 - 07/27/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
08/30/1999 - 04/07/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IN
05/25/1999 - 09/02/1999
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
IL
02/01/1999 - 06/02/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
07/02/1998 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
08/27/1996 - 07/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
06/01/1992 - 09/19/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
05/02/1991 - 02/06/1992
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 09/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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