Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Gracely is a registered investment advisor representative with Fayez Sarofim & Co., Sarofim Trust Co., and Sarofim International Management Co. Anthony has been in the industry since 2005, and is licensed in Texas. Anthony holds the following licenses: Series 7, Series 24, Series 28, Series 53, and Series 66. Anthony has also earned the Chartered Financial Analyst designation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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TX
08/23/2012 - Present
Fayez Sarofim & Co. (HOUSTON TX)
TX
08/10/2007 - 03/02/2010
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
02/03/2005 - 02/06/2008
E & G INVESTMENTS, LP (HOUSTON TX)
BOTH
Issued 10/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/09/2004
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 11/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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