Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Louis Szymborski is an active investment advisor representative and registered representative with Cambridge Investment Research Advisors, Inc. Anthony has over 20 years of experience in the financial services industry. Previously, Anthony was a registered representative with FSC Securities Corporation, Banc One Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Anthony holds the Series 6, 7, 31, 63, and 65 licenses. Anthony is a registered investment advisor representative in Wisconsin, Alabama, Arkansas, Colorado, Florida, Illinois, and Ohio. Anthony offers a variety of financial services including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
10/10/2019 - Present
Cambridge Investment Research Advisors, Inc. (Wauwatosa WI)
WI
06/28/2004 - 10/09/2019
FSC SECURITIES CORPORATION (WAUWATOSA WI)
IL
10/28/2003 - 06/29/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
04/04/2003 - 10/07/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/04/2000 - 04/08/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
02/10/2000 - 11/07/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 02/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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