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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 Mattar is a financial advisor currently registered with SPC, a firm based in Ann Arbor, MI. Anthony has been in the financial industry for over 50 years. Anthony has a broad experience with various financial products and services including insurance and investment sales. Anthony is also the owner of AJ Mattar Wealth Management LLC in Troy, MI. Anthony's financial planning expertise includes portfolio management for individuals and businesses, pension consulting and educational seminars. Anthony has a strong background in the industry having worked with various firms, including ING Financial Partners, INC. and Mariner Financial Services, INC., over the years.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
05/02/2011 - Present
SPC (ANN ARBOR MI)
MI
08/07/1997 - 05/04/2011
ING FINANCIAL PARTNERS, INC. (TROY MI)
FL
08/31/1988 - 08/06/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
04/25/1988 - 08/03/1988
MUTUAL SERVICE CORPORATION
MA
03/23/1977 - 08/03/1988
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
01/06/1987 - 12/31/1987
THE SAXON GROUP, INC.
NA
09/21/1971 - 05/29/1977
EDGEMONT SECURITIES CORPORATION
NA
05/03/1971 - 12/31/1971
OIL AND GAS SECURITIES SALES, INC.
NA
01/28/1970 - 07/16/1971
FIRST HERITAGE CORPORATION
BOTH
Issued 11/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1971
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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