Unclaimed
Anthony Jerome Workman has been in the financial services industry since July 9, 1986. Anthony is currently registered with Harbour Investments, Inc. in Mankato, MN. Anthony also has previous experience with WORKMAN SECURITIES CORPORATION in Eden Prairie, MN, FORTIS INVESTORS, INC. in Oakdale, MN, R.J. STEICHEN & COMPANY in Minneapolis, MN, MUTUAL BENEFIT FINANCIAL SERVICE COMPANY, and E.I. SALES, INC. Anthony is a Certified Financial Planner and has passed the Series 6, Series 63, Series 65 and SIE exams. Anthony holds registrations in 14 states.
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.
Helps you choose top advisors aligned with your financial goals.
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
MN
06/08/2016 - Present
Harbour Investments, Inc. (MANKATO MN)
MN
11/03/1993 - 08/15/2001
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
MN
12/05/1989 - 11/02/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
07/15/1988 - 11/21/1989
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
NA
03/06/1987 - 07/15/1988
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
06/20/1986 - 02/26/1987
E.I. SALES, INC.
IA
Issued 12/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Workman is the right advisor for you? Invested Better is here to help.