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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Davis is a financial advisor with Fidelity Personal And Workplace Advisors in Covington, KY. Anthony is registered to offer investment advice in Indiana, Kentucky and Ohio. Anthony has 24 years of experience in the financial services industry. Anthony is a Certified Financial Planner and holds the Series 63, Series 66, Series 7, Series 9 and Series 10 licenses. Anthony specializes in financial planning, portfolio management for individuals and businesses. Fidelity Personal And Workplace Advisors is a large firm with a total of $818,776,100,963 in regulatory assets under management. The firm provides financial planning, educational seminars and selection of other advisors. The firm's clients include individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
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.
1
2
KY
02/10/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 06/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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