Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Bossuyt is a registered investment advisor representative with Cadaret, Grant & CO., Inc. based in Lake Orion, MI. Anthony has over 20 years of experience in the financial services industry. He has worked for several firms including EQUITAS AMERICA, LLC, EQUITY SERVICES, INC., and WADDELL & REED, INC. Anthony holds the Series 6, Series 63, and Series 65 licenses. Anthony is a skilled financial planner and can provide portfolio management services for individuals and businesses.
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.
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.
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MI
08/17/2010 - Present
Cadaret, Grant & CO., Inc. (Lake Orion MI)
MI
02/03/2006 - 08/17/2010
EQUITAS AMERICA, LLC (MADISON HEIGHTS MI)
VT
02/04/2003 - 02/02/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
KS
04/14/1999 - 02/03/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 06/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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