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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 Mohawk is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Anthony has over 28 years of experience in the financial services industry. Anthony has passed both the Series 66 and Series 63 exams and holds registrations in multiple states, including Minnesota, Texas, Arizona, Florida, Illinois, Washington, and Wisconsin. Anthony specializes in providing financial planning, educational seminars, and portfolio management services to a variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Anthony has also held previous roles at Fidelity Investments Institutional Services Company, Inc. and Vanguard Marketing Corporation.
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.
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.
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2
MN
12/05/2023 - Present
Fidelity Personal AND Workplace Advisors (OAKDALE MN)
TX
05/19/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
PA
03/14/1995 - 04/26/2006
VANGUARD MARKETING CORPORATION (MALVERN PA)
AZ
06/21/1994 - 08/18/1994
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BOTH
Issued 10/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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