Unclaimed
Anthony Jerald Vanarsdale is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony Jerald has a total of 3 exams passed: the Series 7TO, SIE and Series 66. Anthony Jerald has been active in the industry since May 8, 2023. Anthony Jerald is currently registered with both FINRA and the state of Michigan. Anthony Jerald specializes in offering financial services to corporations, individuals, charitable organizations, insurance companies, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. Anthony Jerald is located in the Royal Oak, MI branch office of Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony Jerald is a registered investment advisor representative in the state of Michigan and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
02/11/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROYAL OAK MI)
BOTH
Issued 09/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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