Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Kirk Botley is a registered representative with Charles Schwab & Co., Inc. Anthony has been in the financial industry for over 2 years and is currently licensed to offer securities in Arizona. Anthony is a Series 7TO and Series 63 licensed agent with the Financial Industry Regulatory Authority (FINRA) and passed the Securities Industry Essentials (SIE) Exam in April 2019.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
06/18/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 02/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Anthony Botley is the right advisor for you? Invested Better is here to help.
