Unclaimed
Anthony Griffin is a financial professional with over 15 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and has a strong background in investment advisory and brokerage services. Anthony has held previous positions with Signator Investors, Inc. and MetLife Securities Inc., demonstrating a broad understanding of the financial services landscape. His commitment to providing comprehensive financial advice and personalized service is reflected in his active registrations and extensive experience serving a diverse range of clients.
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.
1
2
WI
11/02/2018 - Present
Osaic Wealth, Inc. (BROOKFIELD WI)
WI
01/21/2011 - 11/02/2018
SIGNATOR INVESTORS, INC. (BROOKFIELD WI)
WI
04/17/2008 - 01/31/2011
METLIFE SECURITIES INC. (MILWAUKEE WI)
BC
Issued 07/03/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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