Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lamont Wesson is a financial advisor with Prospera Financial Services, Inc., based in Dallas, TX. Anthony has been in the financial services industry since 2014 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Anthony is committed to providing personalized financial advice to help his clients reach their financial goals. Anthony specializes in Financial Planning, Pension Consulting, and Portfolio Management.
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.
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.
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.
Percentage of assets under review
1
2
TX
07/14/2021 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
02/01/2021 - 06/22/2021
KESTRA INVESTMENT SERVICES, LLC (DALLAS TX)
TX
11/03/2020 - 01/28/2021
TD AMERITRADE, INC. (Southlake TX)
AZ
09/21/2017 - 08/21/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
11/21/2015 - 08/22/2017
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
AZ
01/29/2013 - 12/31/2013
PFS INVESTMENTS INC. (PHOENIX AZ)
AZ
08/06/2012 - 12/31/2012
PFS INVESTMENTS INC. (PHOENIX AZ)
BC
Issued 08/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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