Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Khoury has been an active investment advisor representative since 1998. Anthony currently works for Equity Services, Inc. and has held previous positions at PRUCO SECURITIES, LLC., MML INVESTORS SERVICES, LLC, SAXONY SECURITIES, INC., NATIONWIDE SECURITIES, LLC, 1717 CAPITAL MANAGEMENT COMPANY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, AXA ADVISORS, LLC, EDWARD JONES, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Anthony holds Series 7, Series 24, Series 26, Series 63, Series 65 and Series 66 licenses. Anthony is registered in Ohio, Pennsylvania, North Carolina, South Carolina, Virginia and West Virginia and specializes in providing financial advice to high net worth individuals, corporations or other businesses, individuals other than high net worth, pension and profit sharing plans and charitable organizations. Anthony also has a partnership role at Sentinel Financial Solutions, an insurance and investment firm, where he is involved in insurance and managing partner/agent activities.
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.
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.
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2
OH
09/15/2023 - Present
Equity Services, Inc. (INDEPENDENCE OH)
PA
09/25/2014 - 08/29/2022
PRUCO SECURITIES, LLC. (Canonsburg PA)
OH
08/24/2012 - 09/15/2014
MML INVESTORS SERVICES, LLC (BOARDMAN OH)
MO
08/19/2010 - 08/21/2012
SAXONY SECURITIES, INC. (ST. LOUIS MO)
OH
08/01/2008 - 08/04/2010
NATIONWIDE SECURITIES, LLC (BOARDMAN OH)
OH
12/04/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (BOARDMAN OH)
NC
12/17/2004 - 10/24/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NY
01/21/2003 - 05/13/2004
AXA ADVISORS, LLC (NEW YORK NY)
MO
05/25/2000 - 01/07/2003
EDWARD JONES (ST. LOUIS MO)
MN
09/26/1997 - 06/05/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/26/1997 - 06/05/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/02/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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