Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Kolstad is a financial advisor registered with MML Investors Services, LLC. Anthony has been in the industry since 1982 and has experience with a variety of firms including Smith Barney, Harris Upham & Co., Incorporated, Nations Financial Group, Inc. and Aegon USA Securities Inc. Anthony is licensed in multiple states including Florida, Georgia, Minnesota and Wisconsin. Anthony holds the Series 7, Series 24, Series 52 and SIE licenses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
03/25/2017 - Present
MML Investors Services, LLC (Plantation FL)
FL
02/21/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
04/09/1998 - 02/22/2017
NATIONS FINANCIAL GROUP, INC. (DAVIE FL)
IA
04/08/1992 - 04/09/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
FL
12/11/1990 - 04/14/1992
SHOCHET SECURITIES INC. (BOCA RATON FL)
CT
01/27/1987 - 12/19/1990
ADVEST, INC. (HARTFORD CT)
NA
11/27/1984 - 02/07/1987
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
08/19/1983 - 11/21/1984
BEVILL, BRESLER & SCHULMAN INCORPORATED
NA
07/13/1982 - 06/27/1983
HANAUER, STERN & COMPANY,INCORPORATED
NA
12/11/1981 - 07/06/1982
DONALD SHELDON & CO., INC.
BC
Issued 08/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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