Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Michael Richardson is a financial professional with over 6 years of experience in the financial services industry. Anthony is currently registered with Cuso Financial Services, LP in California as a Registered Representative and Investment Adviser Representative. Anthony holds the Series 7, 63, 65, and 66 licenses. Anthony provides financial planning, portfolio management, and selection of other advisors services to individuals, high-net-worth individuals, corporations, and charitable organizations. Previously, Anthony was registered with TD Ameritrade, Inc. in California as a Registered Representative and Investment Adviser Representative. Anthony was also registered with LPL Financial LLC in Pennsylvania as a Registered Representative and Investment Adviser Representative.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/05/2022 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
09/14/2018 - 11/30/2022
TD AMERITRADE, INC. (SAN DIEGO CA)
PA
08/27/2016 - 01/03/2018
LPL FINANCIAL LLC (WEST CHESTER PA)
BOTH
Issued 05/22/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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