Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lee Pelz is a financial advisor with Denver Wealth Management, Inc. based in Greenwood Village, Colorado. Anthony Lee Pelz has been in the industry since March 5, 2007 and holds licenses for both Broker-Dealer and Investment Advisor roles. Anthony Lee Pelz offers a range of financial advisory services, including portfolio management for individuals and financial planning.
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.
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
CO
06/01/2018 - Present
Denver Wealth Management, Inc. (GREENWOOD VILLAGE CO)
CO
02/08/2007 - 03/14/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
IA
Issued 06/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Pelz is the right advisor for you? Invested Better is here to help.
