Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Kimball Urban is an Investment Advisor Representative with Osaic Wealth, Inc. located in Charlotte, North Carolina. Anthony has been in the industry since March 2, 1999. Anthony has a strong background in financial services, having previously worked for firms such as FSC Securities Corporation, Morgan Stanley, Citigroup Global Markets Inc., Wachovia Securities, LLC, and First Union Brokerage Services, Inc.
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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2
NC
11/03/2023 - Present
Osaic Wealth, Inc. (CHARLOTTE NC)
NC
01/09/2015 - 11/03/2023
FSC SECURITIES CORPORATION (CHARLOTTE NC)
NC
06/01/2009 - 01/23/2015
MORGAN STANLEY (CHARLOTTE NC)
NC
09/26/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
NC
10/01/2000 - 09/29/2008
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
03/03/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 03/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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