Unclaimed
Anthony Jerome Sellman is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Minneapolis, Minnesota. Anthony has been a registered representative for over 15 years. Anthony's experience includes working with RBC CAPITAL MARKETS, LLC and BMO Wealth Management. Anthony has a Series 7, Series 66, and SIE licenses. Anthony currently provides services in various areas, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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
MN
01/05/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MINNEAPOLIS MN)
MN
11/04/2008 - 05/08/2013
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
BOTH
Issued 12/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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