Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Jerome Pizer is a financial advisor at Osaic Wealth, Inc., a firm that has 39,691 clients and manages approximately $94,557,613,744 in assets. Anthony has been working in the financial services industry since August 2017 and has worked with firms such as Thrivent Investment Management Inc. and Royal Alliance Associates, Inc. Anthony currently holds registrations in several states including South Dakota, Minnesota, Tennessee, and Wisconsin, and is licensed as an Investment Advisor Representative in South Dakota. Anthony has passed the SIE, Series 7 and Series 66 exams. Anthony specializes in working with individuals, high net worth individuals, businesses, pension and profit-sharing plans, and charitable organizations. Anthony offers a variety of services to clients, including financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
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2
SD
05/02/2022 - Present
Osaic Wealth, Inc. (SIOUX FALLS SD)
SD
01/20/2017 - 10/15/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Sioux Falls SD)
BOTH
Issued 02/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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