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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 Weiner is a financial advisor with Morgan Stanley. Anthony has been in the financial industry since 2014. Anthony specializes in providing financial advice to individuals, businesses, investment companies, and charitable organizations. Anthony holds the Series 6, 7TO, 63, and 65 licenses as well as the SIE exam. Anthony is registered with the Securities and Exchange Commission and is also registered with the state of Texas as a Registered Investment Advisor. Anthony is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
11/02/2021 - Present
Morgan Stanley (San Diego CA)
CA
06/27/2014 - 08/19/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
IA
Issued 10/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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