Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Anthony is a registered representative with Wells Fargo Clearing Services, LLC. Anthony has been in the securities industry since 2006. Anthony is registered in 20 states and has experience in the financial services industry, including working with high-net-worth individuals, corporations, and institutions. Anthony offers a range of financial services including investment consulting, financial planning, pension consulting, and portfolio management. Anthony's firm, Wells Fargo Clearing Services, LLC, is a large financial institution that provides a variety of financial services to individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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
FL
04/20/2009 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
04/16/2007 - 03/30/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST PALM BEACH FL)
AZ
11/15/2006 - 04/11/2007
ECHOTRADE LLC (PHOENIX AZ)
AZ
04/11/2006 - 05/09/2006
ECHOTRADE LLC (PHOENIX AZ)
NY
07/19/2004 - 12/31/2004
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
BOTH
Issued 05/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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