Unclaimed
Anthony Ning Zhao is a financial advisor with Vanguard Marketing Corp. Anthony has been in the financial industry since November 2, 2016, and is registered with the state of North Carolina. Anthony is also registered with the Financial Industry Regulatory Authority (FINRA). Anthony holds the Series 6, 7, and 63 securities licenses. Anthony's primary business is providing investment advice and securities trading services to individual investors. Anthony specializes in a variety of financial products and services, including mutual funds, variable annuities, and life insurance. Anthony's mission is to help investors achieve their financial goals through sound investment advice and guidance.
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.
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.
1
2
NC
11/03/2016 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 11/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Zhao is the right advisor for you? Invested Better is here to help.