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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 Lyons is a financial advisor with Fidelity Personal And Workplace Advisors. Anthony has been working in the financial industry since 2000. Anthony holds Series 7, 24, 31, 63 and 65 licenses. Anthony is registered to provide financial advice in 15 states, including Illinois, Missouri, and Texas. Anthony has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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2
IL
11/04/2021 - Present
Fidelity Personal AND Workplace Advisors (BELLEVILLE IL)
IN
08/13/2021 - 10/29/2021
PNC INVESTMENTS (SCHERERVILLE IN)
IL
05/13/2020 - 07/01/2020
EDWARD JONES (PEORIA IL)
MN
08/08/2017 - 01/06/2020
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
AR
11/03/2016 - 07/18/2017
ARVEST WEALTH MANAGEMENT (LOWELL AR)
MO
09/12/2013 - 10/25/2016
U.S. BANCORP INVESTMENTS, INC. (BALLWIN MO)
MO
09/12/2011 - 09/12/2013
PNC INVESTMENTS (ST. LOUIS MO)
MO
09/02/2010 - 12/22/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (WEBSTER GROVES MO)
MO
08/07/2008 - 09/09/2008
PRUCO SECURITIES, LLC. (ST. LOUIS MO)
MI
12/18/2002 - 02/05/2008
STATE FARM VP MANAGEMENT CORP. (MARSHALL MI)
NY
01/20/1997 - 10/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/19/1993 - 10/18/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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