Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Joseph Turcotte is an Investment Advisor Representative with THE Wealth Consulting Group, with a background in the financial services industry since November 2002. Anthony is registered with both FINRA and the Securities and Exchange Commission. Anthony provides financial planning, investment advice, and other services to clients, such as retirement planning, college savings, and estate planning. Anthony has Series 6, 7, 63, 65, and 53 licenses. Anthony's previous work experience includes roles at MML Investors Services, LLC, and MassMutual.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/03/2022 - Present
THE Wealth Consulting Group (Westlake Village CA)
CA
11/22/2002 - 01/26/2017
MML INVESTORS SERVICES, LLC (WESTLAKE VILLAGE CA)
IA
Issued 06/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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