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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 Gist is a financial advisor with Morgan Stanley. Anthony has been in the industry for 10 years and is registered with the state of Pennsylvania. Anthony has passed a number of industry exams including Series 6, 63, 66, 7TO, and the SIE. He has previously worked with Wells Fargo Clearing Services, LLC, PNC Investments, and M&T Securities, Inc.. Anthony provides financial planning, portfolio management for individuals, businesses, and investment companies. He also offers educational seminars. Anthony is committed to providing his clients with personalized advice and guidance to help them reach their financial 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
06/23/2021 - Present
Morgan Stanley (WILKES BARRE PA)
MD
10/12/2018 - 06/08/2021
WELLS FARGO CLEARING SERVICES, LLC (COCKEYSVILLE MD)
PA
10/04/2016 - 09/25/2018
PNC INVESTMENTS (LANCASTER PA)
PA
02/28/2013 - 08/23/2016
WELLS FARGO ADVISORS, LLC (YORK PA)
PA
04/17/2012 - 02/01/2013
M&T SECURITIES, INC. (HANOVER PA)
BOTH
Issued 12/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2018
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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