Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony John Bardi is a financial advisor with Avantax Advisory Services. Anthony has been in the industry since 1988 and has extensive experience in providing investment advice and financial planning services. Anthony is also a tax professional and can help clients with their tax planning and preparation needs. Anthony is committed to providing his clients with personalized financial advice that meets their individual needs and goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OR
04/24/2007 - Present
Avantax Advisory Services (GRESHAM OR)
GA
01/01/1996 - 10/10/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
MO
07/16/1993 - 01/01/1996
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
UT
03/01/1991 - 07/23/1991
LANEY & COMPANY (HIGHLAND UT)
AZ
06/18/1989 - 03/07/1991
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
10/22/1986 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BOTH
Issued 12/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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